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Tokio Marine Holdings (MH6A)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Grace & White Inc
INCREASED
Shares70,635 from 4,709
Change+65,926 (+1400%)
Value$249.8K (+$41.1K)
Filed 2026-10-23
Paradigm Asset Management Co LLC
INCREASED
Shares62,100 from 2,900
Change+59,200 (+2041%)
Value$3.3M (+$3.2M)
Filed 2026-11-05
Confluence Investment Management LLC
INCREASED
Shares30,977 from 30,795
Change+182 (+1%)
Value$1.6M (+$278.8K)
Filed 2026-10-01
Gamma Investing LLC
INCREASED
Shares10,404 from 9,204
Change+1,200 (+13%)
Value$551.9K (+$144.1K)
Filed 2026-10-08
Canopy Partners, LLC
DECREASED
Shares5,544 from 5,575
Change-31 (-1%)
Value$294.1K (+$47.1K)
Filed 2026-10-28
First Command Advisory Services, Inc.
INCREASED
Shares3,600 from 1,257
Change+2,343 (+186%)
Value$191.0K (+$135.3K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares1,799 from 1,702
Change+97 (+6%)
Value$95.4K (+$20.0K)
Filed 2026-11-06
Ascentis Wealth Management, LLC
NEW
Shares565
Change+565
Value$30.0K
Filed 2026-11-03
Westside Investment Management, Inc.
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$11.7K (+$1.3K)
Filed 2026-11-02
Gleason Group, Inc.
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$7.6K (+$1.0K)
Filed 2026-10-15
Trust Co of Vermont
NEW
Shares18
Change+18
Value$955
Filed 2026-10-21
Richardson Financial Services Inc.
NEW
Shares7
Change+7
Value$371
Filed 2026-10-30
Heritage Family Offices, LLP
CLOSED
Shares0 from 7,554
Change-7,554 (-100%)
Value$0 (-$334.7K)
Filed 2026-11-02
Salomon & Ludwin, LLC
CLOSED
Shares0 from 1,563
Change-1,563 (-100%)
Value$0 (-$69.2K)
Filed 2026-10-29
Rhumbline Advisers
N/A
Shares— from 49,232
Change-49,232 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 285
Change-285 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 284
Change-284 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Status
Grace & White Inc
INCREASED70,6354,709+65,926+1400%$208.7K$249.8K+$41.1K2026-10-23
Paradigm Asset Management Co LLC
INCREASED62,1002,900+59,200+2041%$128.5K$3.3M+$3.2M2026-11-05
Confluence Investment Management LLC
INCREASED30,97730,795+182+1%$1.4M$1.6M+$278.8K2026-10-01
Gamma Investing LLC
INCREASED10,4049,204+1,200+13%$407.8K$551.9K+$144.1K2026-10-08
Canopy Partners, LLC
DECREASED5,5445,575-31-1%$247.0K$294.1K+$47.1K2026-10-28
First Command Advisory Services, Inc.
INCREASED3,6001,257+2,343+186%$55.7K$191.0K+$135.3K2026-11-05
PNC Financial Services Group, Inc.
INCREASED1,7991,702+97+6%$75.4K$95.4K+$20.0K2026-11-06
Ascentis Wealth Management, LLC
NEW565—+565——$30.0K—2026-11-03
Westside Investment Management, Inc.
UNCHANGED23423400%$10.4K$11.7K+$1.3K2026-11-02
Gleason Group, Inc.
UNCHANGED14814800%$6.6K$7.6K+$1.0K2026-10-15
Trust Co of Vermont
NEW18—+18——$955—2026-10-21
Richardson Financial Services Inc.
NEW7—+7——$371—2026-10-30
Heritage Family Offices, LLP
CLOSED07,554-7,554-100%$334.7K$0-$334.7K2026-11-02
Salomon & Ludwin, LLC
CLOSED01,563-1,563-100%$69.2K$0-$69.2K2026-10-29
Rhumbline Advisers
N/A—49,232-49,232-100%$2.2M———
Atlas Capital Advisors Inc.
N/A—2,437-2,437-100%$108.0K———
IMA Advisory Services, Inc.
N/A—285-285-100%$12.6K———
Ancora Advisors LLCA
N/A—284-284-100%$12.6K———
Hantz Financial Services, Inc.
N/A—17-17-100%$1———
Showing 19 of 19 institutions