Atria Wealth Solutions’s International General Insurance IGIC Stock Holding History

Atria Wealth Solutions’s Portfolio IGIC Stock Details IGIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-72,750	Closed	-$1.91M	–	1684
2025 Q1	$1.91M	Buy	72,750 +11,750	+19%	+$298K	0.02%	650
2024 Q4	$1.45M	Sell	61,000 -20,500	-25%	-$468K	0.02%	768
2024 Q3	$1.55M	Sell	81,500 -1,500	-2%	-$25.2K	0.02%	735
2024 Q2	$1.16M	Hold	83,000	–	–	0.01%	827
2024 Q1	$1.17M	Sell	83,000 -3,000	-3%	-$39.1K	0.01%	846
2023 Q4	$1.11M	Buy	86,000 +20,000	+30%	+$232K	0.01%	823
2023 Q3	$744K	Buy	66,000 +21,000	+47%	+$212K	0.01%	945
2023 Q2	$402K	Buy	45,000 +20,000	+80%	+$172K	0.01%	1267
2023 Q1	$207K	Hold	25,000	–	–	﹤0.01%	1656
2022 Q4	$200K	Hold	25,000	–	–	﹤0.01%	1616
2022 Q3	$194K	Hold	25,000	–	–	﹤0.01%	1566
2022 Q2	$195K	Hold	25,000	–	–	﹤0.01%	1469
2022 Q1	$197K	Buy	+25,000	New	+$191K	﹤0.01%	1604

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Russell Investments Group

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Philadelphia Financial Management of San Francisco San Francisco, California $312M AUM 30.02% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Shay Capital New York $704M AUM 37.47% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.09B AUM 32.46% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return