HighTower Advisors
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HighTower Advisors’s Mount Logan Capital Inc MLCI Stock Holding History

HighTower Advisors’s Portfolio MLCI Stock Details MLCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$986K Buy
289,024
+2,631
+0.9% +$8.51K ﹤0.01% 2272
2026
Q2 		$985K Buy
286,393
+5,069
+2% +$18.2K ﹤0.01% 2253
2026
Q1 		$1.01M Hold
281,324
– – ﹤0.01% 2177
2025
Q4 		$2.32M Buy
+281,324
New +$2.19M ﹤0.01% 1589

Other funds holding MLCI

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arbiter Partners Capital Management
Arbiter Partners Capital Management New York $235M AUM 94.74% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BSC
BOLTON SECURITIES CORPORATION Bolton, Massachusetts $2.66B AUM 30.52% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return

HighTower Advisors's MLCI Position: Q3 2026 in Review

HighTower Advisors increased its Mount Logan Capital Inc (MLCI) stake by 0.92% in Q3 2026, buying an estimated $8.51K and bringing the position to 289,024 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

HighTower Advisors first reported a position in MLCI in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.32M in Q4 2025. 16 funds tracked by Wall St. Rank hold MLCI as of Q3 2026.

  • HighTower Advisors held 289,024 shares of Mount Logan Capital Inc worth $986K as of Q3 2026.
  • HighTower Advisors bought 2,631 Mount Logan Capital Inc shares in Q3 2026, an estimated $8.51K.
  • Mount Logan Capital Inc made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #2272 holding.
  • HighTower Advisors first reported a position in Mount Logan Capital Inc in Q4 2025 and has held it in 4 quarters since.
  • HighTower Advisors's Mount Logan Capital Inc position peaked at $2.32M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Mount Logan Capital Inc as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.