Industry ownership intelligence

Asset Management insider conviction

Executive and director activity assessed across 57 companies for breadth, transaction quality, clustering, freshness, and directional conviction.

Market dashboardFinancial Services sectorCompany signalsFiling ledgerData API
53/100

Balanced insider tape

94/100 confidence
Level
Industry
Evidence window
Latest 90 days
Named insiders
306
Latest evidence
11 Sep 2026

Capital positioning read

Balanced insider tape

Acquisition and disposal evidence is mixed after low-information compensation and derivative activity is separated out.

Wait for clearer clustering

Evidence in favour

  • 128 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 306 named insiders rather than one filing source.
  • The latest qualifying evidence is fresh, dated 11 Sep 2026.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Conviction53Balanced insider tape
Confidence94Deep evidence
Controlled events416directional common-share events
Company breadth57represented companies
Acquisition value$224.5Mnormalized amount
Disposal value$2.5Bnormalized amount

Flow regime

Twelve-week filing pressure

Shows the cadence and balance of the full filing tape.

13129 Jun
4206 Jul
3013 Jul
2720 Jul
7627 Jul
9903 Aug
8610 Aug
4017 Aug
3524 Aug
8231 Aug
3607 Sep
014 Sep
AcquisitionsDisposalsScore 53 · Confidence 94

Relative positioning

Industry peer map

Current score with confidence.

Banks - DiversifiedConviction accumulation7078 confidence Insurance - DiversifiedAccumulation bias6775 confidence Mortgage FinanceAccumulation bias5980 confidence Insurance - Property & CasualtyAccumulation bias5894 confidence Banks - RegionalAccumulation bias5795 confidence Insurance BrokersBalanced insider tape5487 confidence Asset ManagementBalanced insider tape5394 confidence Credit ServicesBalanced insider tape5195 confidence Insurance - ReinsuranceBalanced insider tape5078 confidence Insurance - LifeBalanced insider tape4896 confidence Insurance - SpecialtyBalanced insider tape4493 confidence Financial ConglomeratesDistribution bias4375 confidence Capital MarketsDistribution bias4195 confidence Financial Data & Stock ExchangesConcentrated distribution2993 confidence

Directional balance

Controlled event mix

30.8%acquisition
Acquisition events
128
Disposal events
288
Net value
-$2.2B

Evidence quality

What the filings represent

Common equity592
Equity compensation56
Options and derivatives37
Other securities46

Decision makers

Role participation

Director230
Other executive153
Large holder143
CEO and chair77
Other or unspecified72
Finance leadership56

Quality controls

Evidence usability

Normalized values
61%
Priced common share
58%
Named insiders
306
Controlled events
416

Auditable evidence

Latest Asset Management filings

Showing 1 to 30 of 731.

CGCarlyle Group Inc
RUBENSTEIN, DAVID M.Director
DisposalCommon equity
Not reportedContext evidence
OWLBlue Owl Capital Inc
DYAL, CAPITAL SLP LP10% Owner
DisposalOther securities
Not reportedContext evidence
OWLBlue Owl Capital Inc
DYAL, CAPITAL SLP LP10% Owner
DisposalOther securities
Not reportedContext evidence
OWLBlue Owl Capital Inc
KIRSHENBAUM, ALANChief Financial Officer
DisposalOther securities
Not reportedContext evidence
OWLBlue Owl Capital Inc
KIRSHENBAUM, ALANChief Financial Officer
DisposalOther securities
Not reportedContext evidence
OWLBlue Owl Capital Inc
LIPSCHULTZ, MARC SDirector, Co-Chief Executive Officer
DisposalOther securities
Not reportedContext evidence
OWLBlue Owl Capital Inc
LIPSCHULTZ, MARC SDirector, Co-Chief Executive Officer
DisposalOther securities
Not reportedContext evidence
OWLBlue Owl Capital Inc
OWL, ROCK CAPITAL FEEDER LLC10% Owner, See Remarks
DisposalOther securities
Not reportedContext evidence
OWLBlue Owl Capital Inc
OWL, ROCK CAPITAL FEEDER LLC10% Owner, See Remarks
DisposalOther securities
Not reportedContext evidence
OWLBlue Owl Capital Inc
REES, MICHAEL DOUGLASSDirector, Co-President
DisposalOther securities
Not reportedContext evidence
OWLBlue Owl Capital Inc
REES, MICHAEL DOUGLASSDirector, Co-President
DisposalOther securities
Not reportedContext evidence
CGCarlyle Group Inc
RUBENSTEIN, DAVID M.Director
DisposalCommon equity
$17.1MDirectional evidence
ECATBlackRock ESG Capital Allocation Trust
SABA, CAPITAL MANAGEMENT, L.P.10% Owner
DisposalCommon equity
$612.2KDirectional evidence
CRBGCorebridge Financial Inc.
DITILLO, DAVIDChief Information Officer
DisposalCommon equity
$305.8KDirectional evidence
CRBGCorebridge Financial Inc.
NIPPON, LIFE INSURANCE CO10% Owner
AcquisitionCommon equity
$6.0MDirectional evidence
ECATBlackRock ESG Capital Allocation Trust
SABA, CAPITAL MANAGEMENT, L.P.10% Owner
DisposalCommon equity
$1.7MDirectional evidence
SLRCSLR Investment Corp
GROSS, MICHAEL SDirector, See Remarks
AcquisitionCommon equity
$247.0KDirectional evidence
AFCGAFC Gamma Inc
TANNENBAUM, LEONARD MDirector, 10% Owner
AcquisitionCommon equity
$121.1KDirectional evidence
SARSaratoga Investment Corp
OBERBECK, CHRISTIAN LDirector, CEO and Director
DisposalCommon equity
Not reportedContext evidence
CRBGCorebridge Financial Inc.
COREBRIDGE, FINANCIAL, INC.See Remarks
DisposalOther securities
$10.1MContext evidence
CRBGCorebridge Financial Inc.
NIPPON, LIFE INSURANCE CO10% Owner
AcquisitionCommon equity
$4.6MDirectional evidence
IVZInvesco Plc
LO, ANDREW TAK SHINGSenior Managing Director
DisposalCommon equity
$3.2MDirectional evidence
ECATBlackRock ESG Capital Allocation Trust
SABA, CAPITAL MANAGEMENT, L.P.10% Owner
DisposalCommon equity
$1.6MDirectional evidence
IVZInvesco Plc
BUTCHER, STEPHANIESenior Managing Director
DisposalCommon equity
$1.5MDirectional evidence
CCAPCrescent Capital BDC Inc
FIDELITY, & GUARANTY LIFE INSURANCE CO10% Owner
DisposalCommon equity
$1.4MDirectional evidence
RWAYRunway Growth Finance Corp
ROVNER, MICHAELCo-Chief Executive Officer
AcquisitionCommon equity
$46.0KDirectional evidence
HTGCHercules Capital, Inc.
MEYER, SETH HPresident
DisposalCommon equity
$88Directional evidence
KKRKKR & Co. Inc.
BAE, JOSEPH YDirector, Co-Chief Executive Officer
DisposalCommon equity
Not reportedContext evidence
KKRKKR & Co. Inc.
BAE, JOSEPH YDirector, Co-Chief Executive Officer
DisposalCommon equity
Not reportedContext evidence
ECATBlackRock ESG Capital Allocation Trust
SABA, CAPITAL MANAGEMENT, L.P.10% Owner
DisposalCommon equity
$2.6MDirectional evidence

Group-level method

Breadth before headline value

Company breadth

A sector or industry score must be supported across companies. One very large filing cannot manufacture broad conviction.

Economic duplicates

Matching company, date, side, security class, share count, and value records are consolidated for the directional calculation.

Evidence hierarchy

Priced common-share activity determines direction. Compensation and derivative records are mapped separately so ownership mechanics remain visible.

Positioning use

The score identifies where insider alignment merits research or where disposal concentration needs review. Price, trend, valuation, and portfolio risk still decide positioning.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context