Latest Period
Q1 2026
Security Snapshot
AFFILIATED MANAGERS GROUP, INC. - PFD (MGRE) Institutional Ownership
CUSIP: 008252827
13F Institutional Holders and Ownership History from Q1 2024 to Q2 2026
Institutions Reporting
3
Shares (Excl. Options)
182,650
Price
$22.46
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- Security type / class
- Equity / PFD
- Symbol
- MGRE on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 182,650
- Total 13F value
- $4,100,772
- Portfolio coverage rank
- 0%
- Share change
- +4,600
- Value change
- +$103,057
- Number of holders
- 3
- SEC-reported price per share
- $22.88
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- MGRE - AFFILIATED MANAGERS GROUP, INC. - PFD is tracked under CUSIP 008252827.
- 3 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 3 to 2 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $4,100,772 to $2,270,776.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 3 institutions filings for Q1 2026.
Security key
008252827
Latest holder period
Q1 2026
13F holders
3
13D/G owners
0
CIK / CUSIP context first
Open Q1 2026 holders
MGRE full holder history
AFFILIATED MANAGERS GROUP, INC. SEC filings
AFFILIATED MANAGERS GROUP, INC. company facts
AFFILIATED MANAGERS GROUP, INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 008252827:
As of 31 Mar 2026, 3 institutional investors reported holding 182,650 shares of AFFILIATED MANAGERS GROUP, INC. - PFD (MGRE).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
10
Latest
Q1 2026
Rows shown
1-10 of 10
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 99,200 | $2,270,776 | -$79,137 | $22.81 | 2 |
| 2026 Q1 | 182,650 | $4,100,772 | +$103,057 | $22.46 | 3 |
| 2025 Q4 | 178,050 | $4,320,478 | -$4,859 | $24.29 | 3 |
| 2025 Q3 | 178,250 | $4,341,952 | +$864,883 | $24.36 | 3 |
| 2025 Q2 | 142,800 | $3,327,660 | +$1,037,000 | $23.30 | 3 |
| 2025 Q1 | 98,200 | $2,355,882 | +$359,250 | $23.98 | 2 |
| 2024 Q4 | 83,200 | $2,052,416 | -$493,400 | $24.65 | 2 |
| 2024 Q3 | 103,200 | $2,678,008 | $25.94 | 2 | |
| 2024 Q2 | 100,000 | $2,563,000 | -$2,563,000 | $25.63 | 1 |
| 2024 Q1 | 200,000 | $2,554,000 | $12.77 | 1 |