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Venturi Wealth Management’s International General Insurance IGIC Stock Holding History

Venturi Wealth Management’s Portfolio IGIC Stock Details IGIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-111
Closed -$1.25K – 1386
2023
Q3 		$1.25K Buy
+111
New +$1.12K ﹤0.01% 1259

Other funds holding IGIC

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

Venturi Wealth Management's IGIC Position: Q4 2023 in Review

Venturi Wealth Management sold out of International General Insurance (IGIC) in Q4 2023, closing a stake of 111 shares — an estimated $1.25K sold.

Venturi Wealth Management first reported a position in IGIC in Q3 2023 and held it in 1 quarter. The position peaked at $1.25K in Q3 2023. 40 funds tracked by Wall St. Rank hold IGIC as of Q4 2023.

  • Venturi Wealth Management reported no remaining International General Insurance position as of Q4 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 111 International General Insurance shares in Q4 2023, an estimated $1.25K.
  • Venturi Wealth Management first reported a position in International General Insurance in Q3 2023 and held it in 1 quarter.
  • Venturi Wealth Management's International General Insurance position peaked at $1.25K in Q3 2023.
  • 40 funds tracked by Wall St. Rank held International General Insurance as of Q4 2023.

Based on Venturi Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.