Amg RR Smid Val-IARIMX
13F holders, Q1 2025 (March 31)5holders
0new positions
0sold out
$9.70avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Amg RR Smid Val-I (ARIMX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Hemenway Trust Co LLC ($18.1M), Broderick Brian C ($6.5M) and Somerville Kurt F ($2.7M).
- Company
- Amg RR Smid Val-I
- Filed as
- AMG RIVER ROAD SMALL-MID CAP V (Q1 2025)
- CUSIP
- 00171A878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 274,987 shares bought, net +274,987 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Hemenway Trust Co LLC | 1.47% | Add +12.2% | 1,866,542 | $18.1M |
| Broderick Brian C | 1.33% | No change | 673,406 | $6.5M |
| Somerville Kurt F | 0.46% | Add +32.5% | 274,334 | $2.7M |
| Dempze Nancy E | 1.35% | Add +1.3% | 231,177 | $2.2M |
| Elefante Mark B | 0.23% | Add +4.9% | 29,991 | $291K |
"% of holder's portfolio" is ARIMX's weight in each manager's 13F, not the share of Amg RR Smid Val-I the manager owns.