Osaic Holdings
MLCI icon

Osaic Holdings’s Mount Logan Capital Inc MLCI Stock Holding History

Osaic Holdings’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 		$7.79K Buy
2,305
+200
+10% +$647 ﹤0.01% 6763
2026
Q2 		$7.24K Buy
2,105
+700
+50% +$2.51K ﹤0.01% 6770
2026
Q1 		$5.03K Buy
1,405
+1,400
+28,000% +$8.86K ﹤0.01% 6676
2025
Q4 		$41 Buy
+5
New +$39 ﹤0.01% 7709

Other funds holding MLCI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
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
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings's MLCI Position: Q3 2026 in Review

Osaic Holdings increased its Mount Logan Capital Inc (MLCI) stake by 9.5% in Q3 2026, buying an estimated $647 and bringing the position to 2,305 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #6763.

Osaic Holdings first reported a position in MLCI in Q4 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold MLCI as of Q3 2026.

  • Osaic Holdings held 2,305 shares of Mount Logan Capital Inc worth $7.79K as of Q3 2026.
  • Osaic Holdings bought 200 Mount Logan Capital Inc shares in Q3 2026, an estimated $647.
  • Mount Logan Capital Inc made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #6763 holding.
  • Osaic Holdings first reported a position in Mount Logan Capital Inc in Q4 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Mount Logan Capital Inc as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.