5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 695; Last 30 days · 09/03–10/02
13D reports: 375; Last 30 days · 09/03–10/02
First reports over 5%: 258; Last 30 days · 09/03–10/02
Dropped below 5%: 93; Last 30 days · 09/03–10/02

5% stake reports

American Integrity Insurance Group AII

	Holder			Kind
05/14	Boston Partners05/14	7.5%1,468,404 sh	+1.4pp	13G passiveAmendment
04/22	Wasatch Advisors04/22	6.1%1,192,192 sh	First report	13G passive
02/17	Robert C. Ritchie02/17	12.2%2,394,946 sh	−2.8pp	13G passiveAmendment
02/17	James E. Sowell02/17	22.9%4,473,824 sh	−13.5pp	13G passiveAmendment
25/11/03	Boston Partners25/11/03	5.56%1,088,120 sh	First report	13G passive
25/08/13	Robert C. Ritchie25/08/13	15%2,929,500 sh	First report	13G passive
25/08/13	James E. Sowell25/08/13	36.4%7,122,061 sh	First report	13G passive