MARATHON CAPITAL MANAGEMENT

Position in TROW — Price T Rowe Group Inc

CIK 1213206 Hunt Valley, MD

Position in TROW

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$65,977,149

+$8,420,506 QoQ

Shares Held

580,325

-9.1% QoQ

Ownership

0.272%

of shares outstanding

% of Portfolio

15.12%

of 13F equity value

Holder Rank

#50

of 1,147 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

MARATHON CAPITAL MANAGEMENT holds $71,803,047 across 4 Asset Management names. TROW ranks #1 (91.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc This page	580,325	$65,977,149
2	CEF	Sprott Physical Gold & Silver Trust	120,075	$4,830,617
3	ARCC	Ares Capital Corp	30,981	$574,077
4	CRBG	Corebridge Financial, Inc.	14,712	$421,204

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,977,149	580,325	-9.1%	Shares	Sole	2026-07-22
2026-03-31	$57,556,643	638,525	-2.2%	Shares	Sole	2026-05-14
2025-12-31	$66,866,937	653,125	-4.6%	Shares	Sole	2026-01-29
2025-09-30	$70,269,910	684,625	-3.3%	Shares	Sole	2025-11-14
2025-06-30	$68,335,992	708,145	-5.4%	Shares	Sole	2025-08-14
2025-03-31	$68,750,914	748,350	-4.0%	Shares	Sole	2025-05-15
2024-12-31	$88,167,791	779,625	-5.0%	Shares	Sole	2025-02-14
2024-09-30	$89,425,974	820,949	-4.7%	Shares	Sole	2024-11-14
2024-06-30	$99,300,474	861,161	-0.2%	Shares	Sole	2024-08-14
2024-03-31	$105,206,840	862,917	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$93,560,210	868,792	-4.3%	Shares	Sole	2024-02-14
2023-09-30	$95,251,218	908,279	-0.0%	Shares	Sole	2023-11-14
2023-06-30	$101,752,246	908,340	-0.2%	Shares	Sole	2023-08-15
2023-03-31	$102,749,161	910,090	-0.3%	Shares	Sole	2023-05-12
2022-12-31	$99,546,150	912,765	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$95,845,252	912,725	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$103,675,941	912,560	+4.5%	Shares	Sole	2022-08-12
2022-03-31	$132,090,923	873,675	-0.0%	Shares	Sole	2022-05-13
2021-09-30	$171,866,625	873,750	-1.7%	Shares	Sole	2021-11-15
2021-06-30	$175,895,355	888,495	-0.9%	Shares	Sole	2021-08-16
2021-03-31	$153,795,642	896,245	-2.4%	Shares	Sole	2021-05-14
2020-12-31	$139,038,392	918,412	-2.2%	Shares	Sole	2021-02-08
2020-09-30	$120,348,830	938,612	-4.9%	Shares	Sole	2020-11-16
2020-06-30	$121,907,097	987,102	-11.8%	Shares	Sole	2020-08-14
2020-03-31	$109,309,605	1,119,402	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.