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Scully Royalty LTD (SRL)

CUSIP: G7T96K107 | 56 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/APeter R. Kellogg
with Charles K. Kellogg, Goose Creek Capital, Inc., IAT Reinsurance Company Ltd., +2 more
5,400,01035.5%UnchangedSep 14, 2026No 13F filer matched
13D/AMilfam LLC
with Alimco Re Ltd.
1,957,59712.9%UnchangedJul 29, 2026No 13F filer matched
13D/APeter R. Kellogg5,400,010
35.5% of class · Sep 14, 2026Unchanged
with Charles K. Kellogg, Goose Creek Capital, Inc., IAT Reinsurance Company Ltd., +2 more
No 13F filer matched
13D/AMilfam LLC1,957,597
12.9% of class · Jul 29, 2026Unchanged
with Alimco Re Ltd.
No 13F filer matched

Institutional Holders — Q3 2026

Milfam LLC1,985,952
7.1% of portfolio›$10.3M
Larson Financial Group LLC226
0.0% of portfolio›$1.2K
TD Waterhouse Canada Inc.117
0.0% of portfolio›$597
PFS Partners, LLC58
0.0% of portfolio›$302
Citigroup Inc19
0.0% of portfolio›$99
SBI Securities Co., Ltd.5
0.0% of portfolio›$26
StyleTurnoverLocationFiled
Milfam LLC
1,985,952$10.3M7.1%Deep ValueVery LowStuart, FL2026-10-13
Larson Financial Group LLC
226$1.2K0.0%GrowthLowSt Louis, MO2026-11-05
TD Waterhouse Canada Inc.
117$5970.0%CoreLowToronto, Australia2026-10-16
PFS Partners, LLC
58$3020.0%ETFVery LowMine Hill, NJ2026-10-21
Citigroup Inc
19$990.0%CoreMediumNew York, NY2026-11-04
SBI Securities Co., Ltd.
5$260.0%Agg GrowthLowTokyo, Mexico2026-10-22