VericityVERY
13F holders, Q2 2024 (June 30)16holders −1
2new positions
3sold out
1famous investor
$11.95avg. 13F price*
At the end of Q2 2024, 16 institutions reported holding Vericity Inc. (VERY) in their 13F filings, down 1 from Q1 2024. 2 opened new positions and 3 sold out. The largest holders were SageView Advisory Group, LLC ($1.5M), PenderFund Capital Management Ltd. ($797K) and Inspirion Wealth Advisors, LLC ($572K). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vericity Inc.
- CUSIP
- 92347D100
- Latest filing quarter
- Q2 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.6M |
| Exits | 3 | $1.1M |
All 13F filers, Q1 2024 → Q2 2024: 156,453 shares bought and 116,761 shares sold, net +39,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| SageView Advisory Group, LLC | 0.09% | New | 130,337 | $1.5M |
| PenderFund Capital Management Ltd. | 0.47% | Reduce -24.4% | 50,967 | $797K |
| Inspirion Wealth Advisors, LLC | 0.09% | No change | 50,004 | $572K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | No change | 47,103 | $538K |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 35,268 | $403K |
| BlackRock Inc. | 0.00% | Reduce -1.3% | 27,807 | $318K |
| Millennium Management | 0.00% | Add +95.6% | 26,467 | $303K |
| Geode Capital Management, LLC | 0.00% | Add +1.4% | 20,157 | $230K |
| HRT Financial LP | 0.00% | New | 12,587 | $143K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.8% | 11,772 | $135K |
| Morgan Stanley | 0.00% | Add +0.7% | 726 | $8K |
| Bank of America Corp. | 0.00% | Reduce -40.6% | 418 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +54.1% | 299 | $3K |
| Macquarie Group Ltd. | 0.00% | Add +104.9% | 125 | $1K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.4% | 6 | $69 |
| Royal Bank of Canada | 0.00% | Reduce -74.4% | 11 | $0 |
"% of holder's portfolio" is VERY's weight in each manager's 13F, not the share of Vericity Inc. the manager owns.