SAM
MGRE

Shikiar Asset Management’s Affiliated Managers Group 6.750% Junior Subordinated Notes due 2064 MGRE Stock Holding History

Shikiar Asset Management’s Portfolio MGRE Stock Details MGRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.89M Buy
84,450
+4,600
+6% +$111K 0.55% 42
2025
Q4 		$1.94M Sell
79,850
-200
-0.2% -$4.9K 0.48% 42
2025
Q3 		$1.95M Buy
80,050
+35,450
+79% +$872K 0.49% 43
2025
Q2 		$1.04M Buy
+44,600
New +$1.04M 0.29% 53

Other funds holding MGRE

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return