Quick Takeaways
- AMG - AFFILIATED MANAGERS GROUP, INC. has 18 insiders with reported activity on this page.
- Net insider value flow over the last year: -$6,599,008.
- Recent transaction rows are available for direct filing-level review.
- Info
- Portfolio
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 18 Insiders of AFFILIATED MANAGERS GROUP, INC.
- Symbol
- AMG, MGR, MGRB, MGRD, MGRE on NYSE
- Location
- West Palm Beach, FL
What Changed
- Buy value: ; sell value: $6,599,008.
- Net share flow: -26,200.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Official SEC Source
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$6,599,008.
Buys
$0
Shares: 0
Insiders: 0
Sells
$6,599,008
Shares: 26,200
Insiders: 2
Net
-$6,599,008
Shares: -26,200
Insiders: -2
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 10,200 | $0 | $2,902,528 | -$2,902,528 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 16,000 | $0 | $3,696,480 | -$3,696,480 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
AFFILIATED MANAGERS GROUP, INC. executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jay C. Horgen | Chief Executive Officer, Director | $178,318,047 | Mixed | 05 Mar 2026 | ||
| Thomas M. Wojcik | President and COO | $46,632,577 | -$5,986,880 | -11% | Mixed | 05 Mar 2026 |
| Rizwan M. Jamal | Head of Affiliate Investments | $37,117,022 | Mixed | 16 Oct 2024 | ||
| Kavita Padiyar | General Counsel & Corp. Sec. | $12,087,333 | -$612,128 | -4.8% | Mixed | 05 Mar 2026 |
| John R. Erickson | Head of Affiliate Engagement | $8,790,537 | Mixed | 15 Aug 2023 | ||
| Dwight D. Churchill | Director | $7,074,221 | Mixed | 15 Aug 2025 | ||
| Reuben Jeffery III | Director | $7,049,216 | Mixed | 01 Jan 2025 | ||
| Tracy P. Palandjian | Director | $5,433,583 | Mixed | 05 Mar 2026 | ||
| Karen L. Alvingham | Director | $5,072,581 | Mixed | 05 Mar 2026 | ||
| David M. Billings | General Counsel and Secretary | $2,871,680 | Mixed | 15 Nov 2022 | ||
| David Christopher Ryan | Director | $2,461,977 | Mixed | 05 Mar 2026 | ||
| Rodriguez Felix Matos V | Director | $2,237,750 | Mixed | 05 Mar 2026 | ||
| G. Staley Cates | Director | $1,341,517 | Mixed | 01 Apr 2026 | ||
| Tracy A. Atkinson | Director | $1,251,789 | Mixed | 05 Mar 2024 | ||
| Loren M. Starr | Director | $1,217,911 | Mixed | 05 Mar 2026 | ||
| Dava Ritchea | Chief Financial Officer | $493,852 | Mixed | 05 Mar 2026 | ||
| Annette Franqui | Director | $473,067 | Mixed | 05 Mar 2026 | ||
| Marcy Engel | Director | Mixed | 05 Mar 2026 |
Top shareholders of AFFILIATED MANAGERS GROUP, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
10%
|
2,799,201
|
$806,953,651 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
2,683,585
|
$773,623,884 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
13D/G
|
Company |
7%
from 13D/G
|
1,705,721
|
$491,726,009 | — | 31 Dec 2025 | |
| ARIEL INVESTMENTS, LLC |
13F
|
Company |
4.4%
|
1,182,223
|
$340,811,246 | — | 31 Dec 2025 | |
| Boston Partners |
13F
|
Company |
4.3%
|
1,136,710
|
$327,757,300 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.5%
|
929,397
|
$267,926,567 | — | 31 Dec 2025 | |
| Clarkston Capital Partners, LLC |
13D/G
13F
|
Company |
3.2%
|
904,119
|
$260,639,425 | -$192,591,220 | 31 Dec 2025 | |
| INTEGRATED CORE STRATEGIES (US) LLC |
13D/G
|
Millennium Management LLC |
3.6%
|
1,017,113
|
$242,510,253 | -$116,590,124 | 30 Sep 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
3%
|
796,010
|
$229,473,763 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.6%
|
699,448
|
$201,640,140 | — | 31 Dec 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
2.6%
|
685,588
|
$197,641,206 | — | 31 Dec 2025 | |
| Jay C. Horgen |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
654,479
mixed-class rows
|
$178,318,047 | — | 05 Mar 2026 | |
| LYRICAL ASSET MANAGEMENT LP |
13F
|
Company |
2.1%
|
551,587
|
$159,011,500 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
551,153
|
$158,916,400 | — | 31 Dec 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
1.8%
|
473,021
|
$136,362,000 | — | 31 Dec 2025 | |
| Allianz Asset Management GmbH |
13F
|
Company |
1.6%
|
426,649
|
$122,994,374 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
1.5%
|
394,559
|
$113,743,469 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
325,696
|
$93,891,642 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1.2%
|
319,437
|
$92,087,298 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.1%
|
305,596
|
$88,097,215 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
1.1%
|
295,418
|
$85,163,102 | — | 31 Dec 2025 | |
| Channing Capital Management, LLC |
13F
|
Company |
1.1%
|
290,720
|
$83,808,762 | — | 31 Dec 2025 | |
| BRUNI J V & CO /CO |
13F
|
Company |
0.94%
|
252,147
|
$72,688,937 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.93%
|
247,189
|
$71,259,712 | — | 31 Dec 2025 | |
| Fisher Asset Management, LLC |
13F
|
Company |
0.91%
|
243,830
|
$70,291,325 | — | 31 Dec 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.91%
|
242,292
|
$69,848,000 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.89%
|
236,897
|
$68,435,552 | — | 31 Dec 2025 | |
| Kiltearn Partners LLP |
13F
|
Company |
0.89%
|
236,414
|
$68,153,428 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.87%
|
233,332
|
$67,264,988 | — | 31 Dec 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.87%
|
231,675
|
$66,787,269 | — | 31 Dec 2025 | |
| Holocene Advisors, LP |
13F
|
Company |
0.69%
|
184,010
|
$53,046,403 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
0.68%
|
181,842
|
$52,421,510 | — | 31 Dec 2025 | |
| Thomas M. Wojcik |
3/4/5
|
President and COO |
—
mixed-class rows
|
170,353
mixed-class rows
|
$46,632,577 | -$5,986,880 | 05 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.61%
|
161,651
|
$46,600,758 | — | 31 Dec 2025 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
0.54%
|
145,483
|
$41,939,839 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.5%
|
133,897
|
$38,599,982 | — | 31 Dec 2025 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.49%
|
130,112
|
$37,508,687 | — | 31 Dec 2025 | |
| Rizwan M. Jamal |
3/4/5
|
Head of Affiliate Investments |
—
mixed-class rows
|
634,472
mixed-class rows
|
$37,117,022 | — | 16 Oct 2024 | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. |
13F
|
Company |
0.46%
|
122,905
|
$35,431,000 | — | 31 Dec 2025 | |
| Polar Capital Holdings Plc |
13F
|
Company |
0.4%
|
107,245
|
$30,916,589 | — | 31 Dec 2025 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Company |
0.4%
|
106,100
|
$30,586,508 | — | 31 Dec 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.38%
|
102,297
|
$29,488,960 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.38%
|
102,034
|
$29,414,361 | — | 31 Dec 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.38%
|
100,594
|
$28,999,237 | — | 31 Dec 2025 | |
| Concentric Capital Strategies, LP |
13F
|
Company |
0.37%
|
99,955
|
$28,815,027 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.36%
|
96,721
|
$27,882,730 | — | 31 Dec 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.35%
|
94,501
|
$27,242,748 | — | 31 Dec 2025 | |
| Treasurer of the State of North Carolina |
13F
|
Company |
0.35%
|
94,453
|
$27,229,000 | — | 31 Dec 2025 | |
| Engineers Gate Manager LP |
13F
|
Company |
0.35%
|
92,301
|
$26,608,532 | — | 31 Dec 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.34%
|
91,538
|
$26,388,575 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for AFFILIATED MANAGERS GROUP, INC.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Kavita Padiyar | AMG | Common Stock | Sale | -4.9% | $612,128 | $278.24 | -2,200 | 42,672 | 09 Mar 2026 | Direct |
| Thomas M. Wojcik | AMG | Common Stock | Sale | -4.78% | $2,290,400 | $286.30 | -8,000 | 159,465 | 06 Mar 2026 | Direct |
| Thomas M. Wojcik | AMG | Common Stock | Tax liability | -5.17% | -9,136 | 167,465 | 05 Mar 2026 | Direct | ||
| Thomas M. Wojcik | AMG | Common Stock | Award | 6.4% | 10,619 | 176,601 | 05 Mar 2026 | Direct | ||
| Thomas M. Wojcik | AMG | Common Stock | Options Exercise | 4.58% | 7,272 | 165,982 | 05 Mar 2026 | Direct | ||
| Thomas M. Wojcik | AMG | Stock Units | Options Exercise | -43.2% | -7,272 | 9,546 | 05 Mar 2026 | Direct | ||
| Kavita Padiyar | AMG | Common Stock | Tax liability | -4.84% | -2,282 | 44,872 | 05 Mar 2026 | Direct | ||
| Kavita Padiyar | AMG | Common Stock | Award | 5.42% | 2,426 | 47,154 | 05 Mar 2026 | Direct | ||
| Kavita Padiyar | AMG | Common Stock | Options Exercise | 5.39% | 2,288 | 44,728 | 05 Mar 2026 | Direct | ||
| Kavita Padiyar | AMG | Stock Units | Award | 1,191 | 1,191 | 05 Mar 2026 | Direct | |||
| Kavita Padiyar | AMG | Stock Units | Options Exercise | -46.2% | -2,288 | 2,670 | 05 Mar 2026 | Direct | ||
| Jay C. Horgen | AMG | Common Stock | Tax liability | -5.16% | -18,333 | 336,877 | 05 Mar 2026 | Direct | ||
| Jay C. Horgen | AMG | Common Stock | Award | 8.31% | 27,260 | 355,210 | 05 Mar 2026 | Direct | ||
| Jay C. Horgen | AMG | Common Stock | Options Exercise | 5.66% | 17,563 | 327,950 | 05 Mar 2026 | Direct | ||
| Jay C. Horgen | AMG | Stock Units | Award | 8,544 | 8,544 | 05 Mar 2026 | Direct | |||
| Jay C. Horgen | AMG | Stock Units | Options Exercise | -43.4% | -17,563 | 22,891 | 05 Mar 2026 | Direct | ||
| Dava Ritchea | AMG | Common Stock | Tax liability | -48.6% | -292 | 309 | 05 Mar 2026 | Direct | ||
| Dava Ritchea | AMG | Common Stock | Options Exercise | 601 | 601 | 05 Mar 2026 | Direct | |||
| Dava Ritchea | AMG | Stock Units | Award | 1,667 | 1,667 | 05 Mar 2026 | Direct | |||
| Dava Ritchea | AMG | Stock Units | Options Exercise | -25% | -601 | 1,804 | 05 Mar 2026 | Direct | ||
| Karen L. Alvingham | AMG | Common Stock | Tax liability | -0.51% | -67 | 13,043 | 05 Mar 2026 | Direct | ||
| Karen L. Alvingham | AMG | Common Stock | Options Exercise | 7.08% | 867 | 13,110 | 05 Mar 2026 | Direct | ||
| Karen L. Alvingham | AMG | Deferred Stock Units | Award | 98 | 98 | 05 Mar 2026 | Direct | |||
| Karen L. Alvingham | AMG | Stock Units | Award | 171 | 171 | 05 Mar 2026 | Direct | |||
| Karen L. Alvingham | AMG | Stock Units | Options Exercise | -19% | -867 | 3,709 | 05 Mar 2026 | Direct | ||
| David Christopher Ryan | AMG | Common Stock | Options Exercise | 23.9% | 867 | 4,494 | 05 Mar 2026 | Direct | ||
| David Christopher Ryan | AMG | Stock Units | Award | 335 | 335 | 05 Mar 2026 | Direct | |||
| David Christopher Ryan | AMG | Stock Units | Options Exercise | -18.4% | -867 | 3,850 | 05 Mar 2026 | Direct | ||
| Loren M. Starr | AMG | Common Stock | Options Exercise | 50.7% | 652 | 1,937 | 05 Mar 2026 | Direct | ||
| Loren M. Starr | AMG | Deferred Stock Units | Award | 257 | 257 | 05 Mar 2026 | Direct | |||
| Loren M. Starr | AMG | Stock Units | Award | 503 | 503 | 05 Mar 2026 | Direct | |||
| Loren M. Starr | AMG | Stock Units | Options Exercise | -21.6% | -652 | 2,362 | 05 Mar 2026 | Direct | ||
| Marcy Engel | AMG | Stock Units | Award | 335 | 335 | 05 Mar 2026 | Direct | |||
| Rodriguez Felix Matos V | AMG | Common Stock | Options Exercise | 19.3% | 867 | 5,369 | 05 Mar 2026 | Direct | ||
| Rodriguez Felix Matos V | AMG | Stock Units | Award | 335 | 335 | 05 Mar 2026 | Direct | |||
| Rodriguez Felix Matos V | AMG | Stock Units | Options Exercise | -42.5% | -867 | 1,172 | 05 Mar 2026 | Direct | ||
| Tracy P. Palandjian | AMG | Common Stock | Options Exercise | 6.03% | 867 | 15,254 | 05 Mar 2026 | Direct | ||
| Tracy P. Palandjian | AMG | Stock Units | Award | 335 | 335 | 05 Mar 2026 | Direct | |||
| Tracy P. Palandjian | AMG | Stock Units | Options Exercise | -30.6% | -867 | 1,970 | 05 Mar 2026 | Direct | ||
| Annette Franqui | AMG | Common Stock | Options Exercise | 82.5% | 548 | 1,212 | 05 Mar 2026 | Direct | ||
| Annette Franqui | AMG | Stock Units | Award | 335 | 335 | 05 Mar 2026 | Direct | |||
| Annette Franqui | AMG | Stock Units | Options Exercise | -53.5% | -548 | 477 | 05 Mar 2026 | Direct | ||
| Jay C. Horgen | AMG | Common Stock | Gift | -0.78% | -4,000 | 510,387 | 23 Dec 2025 | Direct | ||
| Tracy P. Palandjian | AMG | Common Stock | Gift | -19.6% | -3,499 | 14,387 | 25 Nov 2025 | Direct | ||
| Karen L. Alvingham | AMG | Common Stock | Tax liability | -1.46% | -182 | 12,243 | 07 Nov 2025 | Direct | ||
| Karen L. Alvingham | AMG | Common Stock | Options Exercise | 4.72% | 560 | 12,425 | 07 Nov 2025 | Direct | ||
| Karen L. Alvingham | AMG | Director Stock Option (Right to Buy) | Options Exercise | -100% | -560 | 0 | 07 Nov 2025 | Direct | ||
| Marcy Engel | AMG | Restricted Stock Units | Award | 199 | 199 | 03 Nov 2025 | Direct | |||
| Thomas M. Wojcik | AMG | Common Stock | Sale | -9.16% | $3,696,480 | $231.03 | -16,000 | 158,710 | 09 Sep 2025 | Direct |
| Thomas M. Wojcik | AMG | Common Stock | Tax liability | -39.5% | -114,008 | 174,710 | 08 Sep 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.