| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STONE POINT CAPITAL LLC | 8,609,357 | 141,193,000 | 80.71% | ||
| 2 | MYCIO WEALTH PARTNERS, LLC | 1,372,153 | 22,503,000 | 12.86% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 269,796 | 4,424,000 | 2.53% | ||
| 4 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 150,000 | 2,460,000 | 1.41% | ||
| 5 | Caprock Group, LLC | 114,879 | 1,884,000 | 1.08% | ||
| 6 | BARD ASSOCIATES INC | 112,370 | 1,843,000 | 1.05% | ||
| 7 | Evercore Wealth Management, LLC | 20,750 | 340,000 | 0.19% | ||
| 8 | BESSEMER GROUP INC | 8,427 | 139,000 | 0.08% | ||
| 9 | Plante Moran Financial Advisors, LLC | 4,976 | 82,000 | 0.05% | ||
| 10 | MSI Financial Services Inc | 2,850 | 47,000 | 0.03% | ||
| 11 | WELLS FARGO & COMPANY/MN | 901 | 15,000 | 0.01% | ||
| 12 | DEUTSCHE BANK AG\ | 100 | 1,000 | 0.00% | ||
| 13 | Tower Research Capital LLC (TRC) | 0 | 0 | 0.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
