Holders over time
- SIGI
- V
| Quarter | SIGI | V |
|---|---|---|
| Q3 2020 | 3 holders, $127m | 55 holders, $62.2bn |
| Q4 2020 | 3 holders, $186m | 52 holders, $67.1bn |
| Q1 2021 | 3 holders, $193m | 58 holders, $64.5bn |
| Q2 2021 | 4 holders, $472m | 52 holders, $69.3bn |
| Q3 2021 | 3 holders, $219m | 56 holders, $63.6bn |
| Q4 2021 | 3 holders, $234m | 47 holders, $58.0bn |
| Q1 2022 | 6 holders, $587m | 59 holders, $61.8bn |
| Q2 2022 | 5 holders, $556m | 57 holders, $55.2bn |
| Q3 2022 | 4 holders, $291m | 57 holders, $50.7bn |
| Q4 2022 | 4 holders, $308m | 54 holders, $59.4bn |
| Q1 2023 | 5 holders, $300m | 55 holders, $64.0bn |
| Q2 2023 | 4 holders, $192m | 54 holders, $65.2bn |
| Q3 2023 | 5 holders, $585m | 55 holders, $61.5bn |
| Q4 2023 | 3 holders, $146m | 48 holders, $68.6bn |
| Q1 2024 | 5 holders, $203m | 50 holders, $73.1bn |
| Q2 2024 | 2 holders, $4.0m | 45 holders, $69.5bn |
| Q3 2024 | 6 holders, $552m | 47 holders, $70.5bn |
| Q4 2024 | 9 holders, $590m | 48 holders, $77.6bn |
| Q1 2025 | 12 holders, $772m | 43 holders, $83.5bn |
| Q2 2025 | 9 holders, $317m | 45 holders, $83.4bn |
| Q3 2025 | 9 holders, $377m | 48 holders, $82.8bn |
| Q4 2025 | 6 holders, $464m | 49 holders, $86.0bn |
| Q1 2026 | 6 holders, $428m | 49 holders, $73.3bn |
| Q2 2026 | 4 holders, $439m | 52 holders, $81.9bn |
Selective Insurance Group Inc
- Holders
- 6
- Reported value
- $428m
- Buyers
- 16
- Sellers
- 12
Breadth +4 among 91 comparable managers.
Visa Inc
- Holders
- 49
- Reported value
- $73.3bn
- Buyers
- 31
- Sellers
- 27
Breadth +4 among 91 comparable managers.
Who holds both, Q1 2026
Both (4)
AQR Capital Management LLC, ExodusPoint Capital Management LP, Janus Henderson Group Ltd, Voloridge Investment Management LLC
Only SIGI (2)
Schonfeld Strategic Advisors LLC, Verition Fund Management LLC
Only V (45)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Baupost Group LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, and 20 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.