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Brookwood Investment Group’s MediaAlpha MAX Stock Holding History

Brookwood Investment Group’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22,841
Closed -$296K – 563
2025
Q4 		$296K Buy
+22,841
New +$279K 0.04% 398

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Brookwood Investment Group's MAX Position: Q1 2026 in Review

Brookwood Investment Group sold out of MediaAlpha (MAX) in Q1 2026, closing a stake of 22,841 shares — an estimated $296K sold.

Brookwood Investment Group first reported a position in MAX in Q4 2025 and held it in 1 quarter. The position peaked at $296K in Q4 2025. 163 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

  • Brookwood Investment Group reported no remaining MediaAlpha position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 22,841 MediaAlpha shares in Q1 2026, an estimated $296K.
  • Brookwood Investment Group first reported a position in MediaAlpha in Q4 2025 and held it in 1 quarter.
  • Brookwood Investment Group's MediaAlpha position peaked at $296K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.