AI Holders Summary · Q3 2025

24 institutions reported GBLI in Q3 2025. Richmond Hill Investments, LLC leads at 47.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Richmond Hill Investments, LLC

CIK 0001455952

$70M2.4M36.30%Q3 2025 02

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$25M910K0.08%Q1 2026 03

BERKLEY W R CORP

CIK 0000011544

$23M920K1.06%Q2 2026 04

AMERIPRISE FINANCIAL INC

CIK 0000820027

$8M318K0.00%Q2 2026 05

CANNELL CAPITAL LLC

CIK 0001058854

$6M258K4.33%Q2 2026 06

RBF Capital, LLC

CIK 0001134621

$6M234K0.24%Q2 2026 07

Boston Partners

CIK 0001386060

$5M187K0.00%Q2 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M44K0.00%Q2 2026 09

HARBOR CAPITAL ADVISORS, INC.

CIK 0001039128

$645K24K0.05%Q1 2026 10

Cove Street Capital, LLC

CIK 0001531612

$545K19K0.71%Q3 2025 11

FRANKLIN STREET ADVISORS INC /NC

CIK 0001010873

$368K15K0.02%Q2 2026 12

MARYLAND CAPITAL ADVISORS INC.

CIK 0001891201

$291K12K0.09%Q2 2026 13

Flagship Capital Management Inc.

CIK 0002106796

$212K8K0.13%Q2 2026 14

State of Wyoming

CIK 0001821626

$100K4K0.01%Q2 2026 15

MORGAN STANLEY

CIK 0000895421

$79K3K0.00%Q2 2026 16

Costello Asset Management, INC

CIK 0001760145

$10K3800.00%Q1 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$4K1700.00%Q2 2026 18

BlackRock, Inc.

CIK 0002012383

$3K1140.00%Q2 2026 19

Clearstead Advisors, LLC

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