Security key
90342M109
- Security type / class
- Equity / common stock, no par value
- Total 13F shares
- 1,600
- Total 13F value
- $47,608
- Share change
- +1,600
- SEC-reported price per share
- $29.76
- Number of holders
- 2
- Value change
- +$47,608
- Number of buys
- 2
- Shares outstanding
- 3,154,226
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2023
Institutions
2
Top holders
2
UTGN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2023
Previous quarter: Q3 2022
UTG INC SEC filings
UTG INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 90342M109
Recent filing periods:
Ownership snapshot
Top reported holders of UTGN - UTG INC - common stock, no par value (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
James Patrick Rousey
Disclosed value leader
James Patrick Rousey
Comparable rows
0/1
Latest evidence
04 Jan 2023
3/4/5
Highest disclosed value: $870,830
1 rows are not safely comparable across share classes.
Quick read
James Patrick Rousey has the largest disclosed position value at $870.8K.
0 of 1 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens James Patrick Rousey's linked filing trail.
Disclosed position value
Top 1
James Patrick Rousey
$870.8K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-1 of 1 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| James Patrick Rousey |
3/4/5
President, Director
|
—
class O/S missing
|
$870,830
29,018 shares
|
— | 04 Jan 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
2
Shares
1,600
Rows available
2
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2023 vs Q3 2022 Across Filers
Q3 2022 holders
0
Q2 2023 holders
2
Holder diff
2
| Investor | Q3 2022 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q3 2022 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend