Convergence Investment Partners, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1456133
PALM BEACH GARDENS, FL
Position in AMG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,085,758
+$1,048,772 QoQ
Shares Held
11,152
+57.8% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Convergence Investment Partners, LLC holds $20,788,011 across 3 Asset Management names.
All Filings in AMG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,085,758 | 11,152 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,036,986 | 7,066 | Shares | Sole | 2026-02-05 | |
| 2024-09-30 | $1,694,434 | 9,530 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,354,670 | 8,671 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $667,033 | 3,983 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $311,319 | 2,056 | Shares | Sole | 2024-02-05 | |
| 2020-06-30 | $1,024,007 | 13,734 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||