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Institutional Ownership · SEC Form 13F

Who owns IGIC


Which tracked institutional funds hold IGIC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGIC company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

61
Institutional holders
7M
Shares held (tracked funds)
16.5%
Of shares outstanding

How the tape is positioned

5 tracked funds added or opened IGIC while 14 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

IGIC’s largest tracked holder by dollar value, ROYCE & ASSOCIATES LP, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in IGIC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 61 tracked filers holding IGIC, 28 increased or opened the position and 40 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in IGIC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 2

  • Hingham Institution for Savings$1M
  • Vident Advisory, LLC$629K

Full exits 3

  • CWA Asset Management Group, LLC$2M
  • TUDOR INVESTMENT CORP ET AL$864K
  • LAZARD ASSET MANAGEMENT LLC$810K

Largest adds

  • DIAMOND HILL CAPITAL MANAGEMENT INC$3M
  • MILLENNIUM MANAGEMENT LLC$539K
  • UBS Group AG$512K

Largest trims

  • GILDER GAGNON HOWE & CO LLC$1M
  • WESTWOOD HOLDINGS GROUP INC$1M
  • ROYCE & ASSOCIATES LP$938K
  • RENAISSANCE TECHNOLOGIES LLC$765K
  • Shay Capital LLC$679K
  • GOLDMAN SACHS GROUP INC$567K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
ROYCE & ASSOCIATES LP added3,224,979$78M37.8%2026-Q1
GILDER GAGNON HOWE & CO LLC trimmed1,213,785$29M14.2%2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INC added497,564$12M5.8%2026-Q1
Russell Investments Group, Ltd. added399,564$10M4.7%2026-Q1
HEARTLAND ADVISORS INC300,000$7M3.5%2026-Q1
Shay Capital LLC trimmed195,552$5M2.3%2026-Q1
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC added185,110$4M2.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed117,257$3M1.4%2026-Q1
WESTWOOD HOLDINGS GROUP INC trimmed76,201$2M0.9%2026-Q1
Legal & General Group Plc trimmed67,086$2M0.8%2026-Q1
NEW VERNON INVESTMENT MANAGEMENT LLC59,267$1M0.7%2026-Q1
Hingham Institution for Savings new55,400$1M0.6%2026-Q1
FRANKLIN RESOURCES INC added45,740$1M0.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added45,186$1M0.5%2026-Q1
MILLENNIUM MANAGEMENT LLC added44,976$1M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed42,338$1M0.5%2026-Q1
MORGAN STANLEY trimmed41,154$997K0.5%2026-Q1
Beacon Pointe Advisors, LLC added36,680$889K0.4%2026-Q1
UBS Group AG added32,069$777K0.4%2026-Q1
CITADEL ADVISORS LLC added30,678$743K0.4%2026-Q1
Trexquant Investment LP trimmed30,125$730K0.4%2026-Q1
Vident Advisory, LLC new25,944$629K0.3%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed25,829$626K0.3%2026-Q1
GOLDMAN SACHS GROUP INC trimmed24,684$598K0.3%2026-Q1
Sageworth Trust Co of South Dakota24,510$594K0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed16,827$408K0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.16,000$388K0.2%2026-Q1
D. E. Shaw & Co., Inc. trimmed14,536$352K0.2%2026-Q1
CORSAIR CAPITAL MANAGEMENT, L.P. trimmed14,517$352K0.2%2026-Q1
NAVELLIER & ASSOCIATES INC trimmed14,427$349K0.2%2026-Q1
XTX Topco Ltd added14,390$349K0.2%2026-Q1
Abacus Planning Group, Inc.13,091$317K0.2%2026-Q1
NORTHERN TRUST CORP trimmed12,641$306K0.1%2026-Q1
LPL Financial LLC trimmed11,391$276K0.1%2026-Q1
WEDBUSH SECURITIES INC added11,250$273K0.1%2026-Q1
HRT FINANCIAL LP trimmed10,566$255K0.1%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added10,261$249K0.1%2026-Q1
Catalyst Capital Advisors LLC trimmed10,150$246K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed9,529$231K0.1%2026-Q1
IHT Wealth Management, LLC9,450$229K0.1%2026-Q1
Clearbridge Investments, LLC new8,415$204K0.1%2026-Q1
OSAIC HOLDINGS, INC. added7,170$174K0.1%2026-Q1
Eurizon Capital SGR S.p.A. new6,965$169K0.1%2026-Q1
ROYAL BANK OF CANADA trimmed5,365$130K0.1%2026-Q1
Geneos Wealth Management Inc. trimmed4,927$119K0.1%2026-Q1
BlackRock, Inc. trimmed3,976$96K0.0%2026-Q1
GROUP ONE TRADING LLC trimmed3,160$77K0.0%2026-Q1
Copeland Capital Management, LLC added2,970$72K0.0%2026-Q1
Smartleaf Asset Management LLC added2,310$55K0.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed596$14K0.0%2026-Q1
WELLS FARGO & COMPANY/MN added490$12K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed433$11K0.0%2026-Q1
SBI Securities Co., Ltd. added317$8K0.0%2026-Q1
MassMutual Private Wealth & Trust, FSB272$7K0.0%2026-Q1
CITIGROUP INC trimmed266$6K0.0%2026-Q1
Larson Financial Group LLC new252$6K0.0%2026-Q1
NBC SECURITIES, INC. trimmed45$1K0.0%2026-Q1
Stone House Investment Management, LLC new36$8720.0%2026-Q1
CWM, LLC new16$3880.0%2026-Q1
GAMMA Investing LLC13$3150.0%2026-Q1
SEI INVESTMENTS CO trimmed366,975$10M4.7%2025-Q1 stale
Philadelphia Financial Management of San Francisco, LLC new264,240$6M3.1%2025-Q2 stale
CWA Asset Management Group, LLC added85,104$2M1.0%2025-Q4 stale
Atria Wealth Solutions, Inc. added72,750$2M0.9%2025-Q1 stale
Ballast Asset Management, LP trimmed72,897$2M0.8%2025-Q2 stale
Sowell Financial Services LLC trimmed57,580$1M0.6%2025-Q3 stale
MARSHALL WACE, LLP trimmed42,938$1M0.5%2025-Q1 stale
ACADIAN ASSET MANAGEMENT LLC trimmed42,302$981K0.5%2025-Q3 stale
MACKENZIE FINANCIAL CORP added40,385$937K0.5%2025-Q3 stale
Boston Partners37,758$907K0.4%2025-Q2 stale
TUDOR INVESTMENT CORP ET AL37,236$864K0.4%2025-Q4 stale
Invesco Ltd. trimmed35,229$846K0.4%2025-Q2 stale
Point72 Asset Management, L.P. added35,920$833K0.4%2025-Q3 stale
LAZARD ASSET MANAGEMENT LLC added32,278$810K0.4%2025-Q4 stale
LSV ASSET MANAGEMENT trimmed26,900$708K0.3%2025-Q1 stale
TWO SIGMA ADVISERS, LP new15,800$416K0.2%2025-Q1 stale
Cubist Systematic Strategies, LLC trimmed17,739$412K0.2%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added14,583$366K0.2%2025-Q4 stale
JPMORGAN CHASE & CO added15,107$363K0.2%2025-Q2 stale
Verition Fund Management LLC added15,318$355K0.2%2025-Q3 stale
BANK OF AMERICA CORP /DE/ added11,207$281K0.1%2025-Q4 stale
Kingsview Wealth Management, LLC trimmed10,609$279K0.1%2025-Q1 stale
Petrus Trust Company, LTA trimmed11,935$277K0.1%2025-Q3 stale
GSA CAPITAL PARTNERS LLP added10,151$255K0.1%2025-Q4 stale
Squarepoint Ops LLC new10,225$237K0.1%2025-Q3 stale
Susquehanna Portfolio Strategies, LLC new9,276$215K0.1%2025-Q3 stale
State of Wyoming added6,665$160K0.1%2025-Q2 stale
Aquatic Capital Management LLC trimmed4,193$105K0.1%2025-Q4 stale
ORG Wealth Partners, LLC2,535$67K0.0%2025-Q1 stale
Quantbot Technologies LP trimmed2,132$49K0.0%2025-Q3 stale
Vestcor Inc1,872$47K0.0%2025-Q4 stale
Kestra Advisory Services, LLC new875$22K0.0%2025-Q4 stale
FLAGSHIP HARBOR ADVISORS, LLC new718$18K0.0%2025-Q4 stale
US BANCORP \DE\500$13K0.0%2025-Q4 stale
MidAtlantic Capital Management, Inc.450$11K0.0%2025-Q4 stale
NewEdge Advisors, LLC400$10K0.0%2025-Q4 stale
ORG Partners LLC100$3K0.0%2025-Q4 stale
CIBC Private Wealth Group LLC97$2K0.0%2025-Q4 stale
SIMPLEX TRADING, LLC added121$2K0.0%2025-Q3 stale
COLDSTREAM CAPITAL MANAGEMENT INC new20$5260.0%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership