MARTINGALE ASSET MANAGEMENT L P

Position in SAMG — Silvercrest Asset Management Group Inc.

CIK 936944 BOSTON, MA

Position in SAMG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$223,784

-$155,936 QoQ

Shares Held

22,135

-21.7% QoQ

Ownership

0.187%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#31

of 98 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 30% Shared 0% None 70%

Financial Services · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $39,867,106 across 8 Asset Management names. SAMG ranks #8 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	47,039	$21,579,611
2	NTRS	Northern Trust Corp	31,612	$5,495,430
3	SEIC	Sei Investments Co	50,324	$4,413,918
4	STT	State Street Corp	25,064	$4,250,854
5	GCMG	GCM Grosvenor Inc.	209,398	$2,575,595
6	TIPT	Tiptree Inc.	59,033	$1,057,871
7	AMG	Affiliated Managers Group, Inc.	798	$270,043
8	SAMG	Silvercrest Asset Management Group Inc. This page	22,135	$223,784

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,784	22,135	-21.7%	Shares	Sole	2026-08-13
2026-03-31	$379,720	28,253	0.0%	Shares	Sole	2026-05-13
2025-12-31	$429,163	28,253	-0.0%	Shares	Sole	2026-02-13
2025-09-30	$445,110	28,261	+0.0%	Shares	Sole	2025-11-13
2025-06-30	$448,060	28,251	+1.1%	Shares	Sole	2025-08-11
2025-03-31	$457,327	27,954	+11.1%	Shares	Sole	2025-05-14
2024-12-31	$462,582	25,154	+12.1%	Shares	Sole	2025-02-13
2024-09-30	$386,986	22,447	+111.2%	Shares	Sole	2024-11-14
2024-06-30	$165,706	10,629	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.