Who owns SRL (SRL)
Which tracked institutional funds hold SRL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SRL company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
2 tracked funds added or opened SRL while 3 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
SRL’s largest tracked holder by dollar value, IAT REINSURANCE CO LTD., sizes it at 10.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SRL 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 17 tracked filers holding SRL, 6 increased or opened the position and 2 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 SRL 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 1
- MILFAM LLC$16M
Largest adds
- CITADEL ADVISORS LLC$327K
Largest trims
- IAT REINSURANCE CO LTD.$2M
- MORGAN STANLEY$539K
- Nantahala Capital Management, LLC$269K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| IAT REINSURANCE CO LTD. | 3,416,664 | $27M | 56.2% | 2026-Q1 |
| MILFAM LLC new | 1,985,952 | $16M | 32.7% | 2026-Q1 |
| Nantahala Capital Management, LLC | 368,182 | $3M | 6.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 87,387 | $683K | 1.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 68,114 | $533K | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 55,428 | $433K | 0.9% | 2026-Q1 |
| BARCLAYS PLC added | 35,554 | $278K | 0.6% | 2026-Q1 |
| XTX Topco Ltd new | 15,997 | $125K | 0.3% | 2026-Q1 |
| KERR FINANCIAL PLANNING Corp | 14,964 | $96K | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 3,596 | $28K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 582 | $5K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC | 226 | $2K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 65 | $508 | 0.0% | 2026-Q1 |
| PFS Partners, LLC | 58 | $454 | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 48 | $368 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. | 5 | $39 | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 2 | $16 | 0.0% | 2026-Q1 |
| SVB WEALTH LLC | 22,455 | $182K | 0.4% | 2025-Q1 stale |
| Founders Capital Management | 1,177 | $7K | 0.0% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 187 | $1K | 0.0% | 2025-Q2 stale |
| ROYAL BANK OF CANADA trimmed | 100 | $1K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.
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.