SRC
MLCI

Shufro Rose & Co’s Mount Logan Capital Inc MLCI Stock Holding History

Shufro Rose & Co’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
Q1 		$35.8K Sell
10,000
-3,996
-29% -$25.3K ﹤0.01% 305
2025
Q4 		$115K Buy
+13,996
New +$109K 0.01% 290

Other funds holding MLCI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Shufro Rose & Co's MLCI Position: Q1 2026 in Review

Shufro Rose & Co reduced its Mount Logan Capital Inc (MLCI) stake by 29% in Q1 2026, selling an estimated $25.3K and leaving 10,000 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Shufro Rose & Co first reported a position in MLCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $115K in Q4 2025. 32 funds tracked by Wall St. Rank hold MLCI as of Q1 2026.

  • Shufro Rose & Co held 10,000 shares of Mount Logan Capital Inc worth $35.8K as of Q1 2026.
  • Shufro Rose & Co sold 3,996 Mount Logan Capital Inc shares in Q1 2026, an estimated $25.3K.
  • Mount Logan Capital Inc made up ﹤0.01% of Shufro Rose & Co's portfolio in Q1 2026, its #305 holding.
  • Shufro Rose & Co first reported a position in Mount Logan Capital Inc in Q4 2025 and has held it in 2 quarters since.
  • Shufro Rose & Co's Mount Logan Capital Inc position peaked at $115K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Mount Logan Capital Inc as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.