Also trades as: AMG (NYSE) · $vol 112M · MGR (NYSE) · $vol 1M · MGRB (NYSE) · $vol 0M · MGRD (NYSE) · $vol 0M
MGRE Institutional Ownership
Affiliated Managers Group, Inc.
1W: -0.1%
1M: -0.5%
3M: -6.7%
YTD: -12.7%
1Y: -14.7%
$21.26
-0.01 (-0.05%)
Weekly Expected Move ±1.3%
$21
$21
$21
$22
$22
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $53.8M held by 86 funds, 112 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — MGRE
3
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$4M
Total Invested
0
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SHIKIAR ASSET MANAGEMENT INC | 81,000 | $2M | -3,450 | -4.1% | 5Q | SEC ↗ |
| 2 | IAT REINSURANCE CO LTD. | 80,000 | $2M | — | +0.0% | 10Q | SEC ↗ |
| 3 | Sterling Capital Management LLC | 18,200 | $387K | — | +0.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SHIKIAR ASSET MANAGEMENT INC | -3,450 | -4.1% | 81,000 |