WA
SLDE

Waverly Advisors’s Slide Insurance Holdings SLDE Stock Holding History

Waverly Advisors’s Portfolio SLDE Stock Details SLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-85,106
Closed -$1.66M – 1681
2025
Q4 		$1.66M Buy
+85,106
New +$1.42M 0.01% 631

Other funds holding SLDE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waverly Advisors's SLDE Position: Q1 2026 in Review

Waverly Advisors sold out of Slide Insurance Holdings (SLDE) in Q1 2026, closing a stake of 85,106 shares — an estimated $1.66M sold.

Waverly Advisors first reported a position in SLDE in Q4 2025 and held it in 1 quarter. The position peaked at $1.66M in Q4 2025. 186 funds tracked by Wall St. Rank hold SLDE as of Q1 2026.

  • Waverly Advisors reported no remaining Slide Insurance Holdings position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 85,106 Slide Insurance Holdings shares in Q1 2026, an estimated $1.66M.
  • Waverly Advisors first reported a position in Slide Insurance Holdings in Q4 2025 and held it in 1 quarter.
  • Waverly Advisors's Slide Insurance Holdings position peaked at $1.66M in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.