Industry ownership intelligence

Asset Management insider conviction

Executive and director activity assessed across 62 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
392
Latest evidence
6 Aug 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

  • 183 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 392 named insiders rather than one filing source.
  • The latest qualifying evidence is fresh, dated 06 Aug 2026.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Conviction53Balanced insider tape
Confidence94Deep evidence
Controlled events536directional common-share events
Company breadth62represented companies
Acquisition value$422.2Mnormalized amount
Disposal value$3.2Bnormalized amount

Flow regime

Twelve-week filing pressure

Shows the cadence and balance of the full filing tape.

9125 May
7601 Jun
7808 Jun
6715 Jun
4722 Jun
13129 Jun
4206 Jul
3013 Jul
2720 Jul
7527 Jul
7703 Aug
010 Aug
AcquisitionsDisposalsScore 53 · Confidence 94

Relative positioning

Industry peer map

Current score with confidence.

Banks - DiversifiedConviction accumulation6881 confidence Insurance - Property & CasualtyAccumulation bias6293 confidence Mortgage FinanceAccumulation bias6077 confidence Insurance BrokersAccumulation bias5991 confidence Banks - RegionalAccumulation bias5894 confidence Insurance - LifeBalanced insider tape5494 confidence Asset ManagementBalanced insider tape5394 confidence Financial ConglomeratesBalanced insider tape5180 confidence Shell CompaniesNo directional read508 confidence Credit ServicesBalanced insider tape4593 confidence Capital MarketsDistribution bias3692 confidence Financial Data & Stock ExchangesDistribution bias3591 confidence Insurance - SpecialtyDistribution bias3388 confidence Insurance - ReinsuranceDistribution bias3377 confidence Insurance - DiversifiedConcentrated distribution3172 confidence

Directional balance

Controlled event mix

34.1%acquisition
Acquisition events
183
Disposal events
353
Net value
-$2.8B

Evidence quality

What the filings represent

Common equity790
Equity compensation50
Options and derivatives28
Other securities54

Decision makers

Role participation

Director342
Other executive155
Large holder138
CEO and chair106
Finance leadership93
Other or unspecified88

Quality controls

Evidence usability

Normalized values
63%
Priced common share
61%
Named insiders
392
Controlled events
536

Auditable evidence

Latest Asset Management filings

Showing 571 to 600 of 922.

ECATBlackRock ESG Capital Allocation Trust
SABA, CAPITAL MANAGEMENT, L.P.10% Owner
DisposalCommon equity
$510.0KDirectional evidence
STTState Street Corp
RICHARDS, MICHAEL LEVP and Chief Admin Officer
DisposalCommon equity
$243.2KDirectional evidence
VINPVinci Partners Investments Ltd
RIBEIRO, SERGIO PASSOSChief Financial Officer
DisposalCommon equity
$31.7KDirectional evidence
WHGWestwood Holdings Group Inc
BYRNE, SUSAN MDirector Emerita
DisposalCommon equity
$10.4KDirectional evidence
KKRKKR & Co. Inc.
KKR, GROUP PARTNERSHIP L.P.10% Owner
DisposalCommon equity
Not reportedContext evidence
KKRKKR & Co. Inc.
KKR, GROUP PARTNERSHIP L.P.10% Owner
DisposalCommon equity
Not reportedContext evidence
KKRKKR & Co. Inc.
KKR, GROUP PARTNERSHIP L.P.10% Owner
DisposalCommon equity
Not reportedContext evidence
KKRKKR & Co. Inc.
KKR, GROUP PARTNERSHIP L.P.10% Owner
DisposalCommon equity
$857.5MDirectional evidence
ECATBlackRock ESG Capital Allocation Trust
SABA, CAPITAL MANAGEMENT, L.P.10% Owner
DisposalCommon equity
$862.8KDirectional evidence
CSWCCapital Southwest Corporation
THOMAS, WILLIAM R IIIDirector
AcquisitionCommon equity
$117.0KDirectional evidence
CSWCCapital Southwest Corporation
THOMAS, WILLIAM R IIIDirector
DisposalCommon equity
$108.6KDirectional evidence
PFGPrincipal Financial Group Inc
HOCHSCHILD, ROGER CDirector
AcquisitionEquity compensation
$72.5KContext evidence
PFGPrincipal Financial Group Inc
MILLS, SCOTTDirector
AcquisitionEquity compensation
$43.8KContext evidence
VINPVinci Partners Investments Ltd
RIBEIRO, SERGIO PASSOSChief Financial Officer
DisposalCommon equity
$29.5KDirectional evidence
WHFWhiteHorse Finance
BOLDUC, JOHNDirector
AcquisitionCommon equity
$24.2KDirectional evidence
WHFWhiteHorse Finance
BOLDUC, JOHNDirector
AcquisitionCommon equity
$24.1KDirectional evidence
WHGWestwood Holdings Group Inc
BYRNE, SUSAN MDirector Emerita
DisposalCommon equity
$10.7KDirectional evidence
ECATBlackRock ESG Capital Allocation Trust
SABA, CAPITAL MANAGEMENT, L.P.10% Owner
DisposalCommon equity
$169.9KDirectional evidence
EQHAxa Equitable Holdings Inc
SCOTT, BERTRAM LDirector
DisposalCommon equity
$101.5KDirectional evidence
VINPVinci Partners Investments Ltd
RIBEIRO, SERGIO PASSOSChief Financial Officer
DisposalCommon equity
$39.6KDirectional evidence
WHFWhiteHorse Finance
BOLDUC, JOHNDirector
AcquisitionCommon equity
$24.6KDirectional evidence
WHFWhiteHorse Finance
BOLDUC, JOHNDirector
AcquisitionCommon equity
$24.5KDirectional evidence
ARESAres Management LP
JACOBSON, BLAIRCo-President
DisposalCommon equity
Not reportedContext evidence
HASIHannon Armstrong Sustainable Infrastructure Capital Inc
ARDISANA, LIZABETH ADirector
AcquisitionOther securities
Not reportedContext evidence
HASIHannon Armstrong Sustainable Infrastructure Capital Inc
ARMBRISTER, CLARENCE DDirector
AcquisitionOther securities
Not reportedContext evidence
HASIHannon Armstrong Sustainable Infrastructure Capital Inc
BRENNER, TERESADirector
AcquisitionOther securities
Not reportedContext evidence
HASIHannon Armstrong Sustainable Infrastructure Capital Inc
ECKEL, JEFFREYDirector
AcquisitionOther securities
Not reportedContext evidence
HASIHannon Armstrong Sustainable Infrastructure Capital Inc
FLOYD, NANCY CDirector
AcquisitionOther securities
Not reportedContext evidence
HASIHannon Armstrong Sustainable Infrastructure Capital Inc
OSGOOD, STEVEN GDirector
AcquisitionOther securities
Not reportedContext evidence
HASIHannon Armstrong Sustainable Infrastructure Capital Inc
REED, KIMBERLY A.Director
AcquisitionOther securities
Not reportedContext 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