MA
SLDE

Montag & Associates’s Slide Insurance Holdings SLDE Stock Holding History

Montag & Associates’s Portfolio SLDE Stock Details SLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-98
Closed -$1.55K – 1187
2025
Q3 		$1.55K Hold
98
– – ﹤0.01% 954
2025
Q2 		$2.12K Buy
+98
New +$2.11K ﹤0.01% 846

Other funds holding SLDE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Montag & Associates's SLDE Position: Q4 2025 in Review

Montag & Associates sold out of Slide Insurance Holdings (SLDE) in Q4 2025, closing a stake of 98 shares — an estimated $1.55K sold.

Montag & Associates first reported a position in SLDE in Q2 2025 and held it in 2 quarters. The position peaked at $2.12K in Q2 2025. 165 funds tracked by Wall St. Rank hold SLDE as of Q4 2025.

  • Montag & Associates reported no remaining Slide Insurance Holdings position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 98 Slide Insurance Holdings shares in Q4 2025, an estimated $1.55K.
  • Montag & Associates first reported a position in Slide Insurance Holdings in Q2 2025 and held it in 2 quarters.
  • Montag & Associates's Slide Insurance Holdings position peaked at $2.12K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.