SEI Investments’s MediaAlpha MAX Stock Holding History

SEI Investments’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	$332K	Sell	35,738 -46,106	-56%	-$454K	﹤0.01%	2795
2025 Q4	$1.06M	Buy	81,844 +19,123	+30%	+$234K	﹤0.01%	2154
2025 Q3	$714K	Sell	62,721 -53,306	-46%	-$588K	﹤0.01%	2094
2025 Q2	$1.27M	Buy	116,027 +12,122	+12%	+$117K	﹤0.01%	1820
2025 Q1	$960K	Sell	103,905 -11,276	-10%	-$120K	﹤0.01%	1917
2024 Q4	$1.3M	Buy	115,181 +74,113	+180%	+$1.07M	﹤0.01%	1833
2024 Q3	$744K	Sell	41,068 -138,134	-77%	-$2.2M	﹤0.01%	2054
2024 Q2	$2.36M	Buy	179,202 +56,057	+46%	+$1.03M	﹤0.01%	1560
2024 Q1	$2.51M	Sell	123,145 -88	-0.1%	-$1.41K	﹤0.01%	1522
2023 Q4	$1.37M	Hold	123,233	–	–	﹤0.01%	1763
2023 Q3	$1.02M	Sell	123,233 -78	-0.1%	-$697	﹤0.01%	1880
2023 Q2	$1.27M	Hold	123,311	–	–	﹤0.01%	1801
2023 Q1	$1.85M	Buy	123,311 +512	+0.4%	+$6.92K	﹤0.01%	1657
2022 Q4	$1.22M	Buy	122,799 +48,500	+65%	+$535K	﹤0.01%	1688
2022 Q3	$650K	Buy	74,299 +38,104	+105%	+$371K	﹤0.01%	1973
2022 Q2	$357K	Hold	36,195	–	–	﹤0.01%	2248
2022 Q1	$599K	Hold	36,195	–	–	﹤0.01%	2006
2021 Q4	$559K	Sell	36,195 -4,025	-10%	-$67.1K	﹤0.01%	2049
2021 Q3	$751K	Hold	40,220	–	–	﹤0.01%	1885
2021 Q2	$1.69M	Buy	40,220 +7,980	+25%	+$319K	﹤0.01%	1586
2021 Q1	$1.14M	Buy	32,240 +8,190	+34%	+$406K	﹤0.01%	1706
2020 Q4	$940K	Buy	+24,050	New	+$932K	﹤0.01%	1717

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

SEI Investments's MAX Position: Q1 2026 in Review

SEI Investments reduced its MediaAlpha (MAX) stake by 56% in Q1 2026, selling an estimated $454K and leaving 35,738 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #2795.

SEI Investments first reported a position in MAX in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.51M in Q1 2024. 162 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

SEI Investments held 35,738 shares of MediaAlpha worth $332K as of Q1 2026.
SEI Investments sold 46,106 MediaAlpha shares in Q1 2026, an estimated $454K.
MediaAlpha made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2795 holding.
SEI Investments first reported a position in MediaAlpha in Q4 2020 and has held it in 22 quarters since.
SEI Investments's MediaAlpha position peaked at $2.51M in Q1 2024.
162 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.