Insight Inv LLC
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Insight Inv LLC’s Procter & Gamble PG Stock Holding History

Insight Inv LLC’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.99M Buy
20,551
+4,055
+25% +$594K 1.42% 31
2026
Q2 		$2.42M Buy
16,496
+1,740
+12% +$253K 1.14% 40
2026
Q1 		$2.13M Buy
14,756
+770
+6% +$117K 1.17% 41
2025
Q4 		$2M Hold
13,986
– – 1.12% 43
2025
Q3 		$2.15M Buy
13,986
+1,812
+15% +$283K 1.26% 37
2025
Q2 		$1.94M Sell
12,174
-6,195
-34% -$1.01M 1.3% 36
2025
Q1 		$2.08M Buy
18,369
+6,527
+55% +$1.09M 1.43% 29
2024
Q4 		$1.99M Buy
11,842
+2,092
+21% +$356K 1.38% 30
2024
Q3 		$1.69M Buy
9,750
+369
+4% +$62.6K 1.42% 34
2024
Q2 		$1.55M Buy
9,381
+375
+4% +$61.3K 1.34% 38
2024
Q1 		$1.46M Buy
9,006
+675
+8% +$106K 1.27% 39
2023
Q4 		$1.22M Buy
8,331
+70
+0.8% +$10.4K 1.2% 42
2023
Q3 		$1.22M Sell
8,261
-265
-3% -$40.5K 1.36% 37
2023
Q2 		$1.29M Sell
8,526
-17
-0.2% -$2.56K 1.33% 39
2023
Q1 		$1.27M Sell
8,543
-525
-6% -$75K 1.37% 36
2022
Q4 		$1.37M Buy
9,068
+363
+4% +$50.9K 1.39% 34
2022
Q3 		$1.1M Hold
8,705
– – 1.22% 38
2022
Q2 		$1.25M Buy
8,705
+175
+2% +$26.3K 1.26% 35
2022
Q1 		$1.3M Buy
8,530
+1,100
+15% +$172K 1.18% 39
2021
Q4 		$1.22M Buy
+7,430
New +$1.1M 1.12% 43

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Insight Inv LLC's PG Position: Q3 2026 in Review

Insight Inv LLC increased its Procter & Gamble (PG) stake by 25% in Q3 2026, buying an estimated $594K and bringing the position to 20,551 shares worth $2.99M. The position accounts for 1.42% of the portfolio, ranked #31.

Insight Inv LLC first reported a position in PG in Q4 2021 and has held it in 20 quarters since. 2,102 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Insight Inv LLC held 20,551 shares of Procter & Gamble worth $2.99M as of Q3 2026.
  • Insight Inv LLC bought 4,055 Procter & Gamble shares in Q3 2026, an estimated $594K.
  • Procter & Gamble made up 1.42% of Insight Inv LLC's portfolio in Q3 2026, its #31 holding.
  • Insight Inv LLC first reported a position in Procter & Gamble in Q4 2021 and has held it in 20 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Insight Inv LLC's 13F filing for Q3 2026, filed 27 Oct 2026.