Filing Research | PRCH - PORCH GROUP INC Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	MOODY NATIONAL BANK TRUST DIVISION	Shares	658.9KSH	$9.9M
2	Pembroke Management, LTD	Shares	411.9KSH	$6.2M
3	D.A. DAVIDSON & CO.	Shares	108.2KSH	$1.6M
4	Diversified Trust Co	Shares	33.3KSH	$500.6K
5	Police & Firemen's Retirement System of New Jersey	Shares	28.8KSH	$432.8K
6	MERIDIAN INVESTMENT COUNSEL INC.	Shares	15.7KSH	$235.6K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.9KSH	$221.9K
8	GAMMA Investing LLC	Shares	11.7KSH	$176.3K
9	Blackhawk Capital Partners, LLC	Shares	10.0KSH	$150.4K
10	SBI Securities Co., Ltd.	Shares	460SH	$6.9K
11	EverSource Wealth Advisors, LLC	Shares	430SH	$6.5K
12	Torren Management, LLC	Shares	228SH	$3.4K
13	True Wealth Design, LLC	Shares	214SH	$3.2K
14	Spire Wealth Management	Shares	200SH	$3.0K
15	Fortitude Family Office, LLC	Shares	117SH	$1.8K
16	SIGNATUREFD, LLC	Shares	112SH	$1.7K
17	Bear Mountain Capital, Inc.	Shares	100SH	$1.4K
18	Versant Capital Management, Inc	Shares	70SH	$1.1K
19	Marquette Asset Management, LLC	Shares	68SH	$1.0K
20	State of Alaska, Department of Revenue	Shares	38.7KSH	$582
21	Farther Finance Advisors, LLC	Shares	29SH	$434
22	Hughes Financial Services, LLC	Shares	1SH	$15

Manager changes2026-06-30 vs 2026-03-31

29 / 29 loaded

#		Instrument
1	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+1.7K	+$5.2M	$9.9M
2	Pembroke Management, LTD added	Shares	+140.8K	+$4.3M	$6.2M
3	D.A. DAVIDSON & CO. trimmed	Shares	-7.1K	+$800.7K	$1.6M
4	Police & Firemen's Retirement System of New Jersey added	Shares	+6.5K	+$273.1K	$432.8K
5	Diversified Trust Co unchanged	Shares	0	+$262.0K	$500.6K
6	MERIDIAN INVESTMENT COUNSEL INC. new	Shares	+15.7K	+$235.6K	$235.6K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+14.9K	+$221.9K	$221.9K
8	Blackhawk Capital Partners, LLC new	Shares	+10.0K	+$150.4K	$150.4K
9	GAMMA Investing LLC trimmed	Shares	-480	+$88.8K	$176.3K
10	SBI Securities Co., Ltd. unchanged	Shares	0	+$3.6K	$6.9K
11	Spire Wealth Management added	Shares	+50	+$1.9K	$3.0K
12	Torren Management, LLC unchanged	Shares	0	+$1.8K	$3.4K
13	Fortitude Family Office, LLC new	Shares	+117	+$1.8K	$1.8K
14	SIGNATUREFD, LLC new	Shares	+112	+$1.7K	$1.7K
15	True Wealth Design, LLC unchanged	Shares	0	+$1.7K	$3.2K
16	Marquette Asset Management, LLC new	Shares	+68	+$1.0K	$1.0K
17	Bear Mountain Capital, Inc. unchanged	Shares	0	+$577	$1.4K
18	Versant Capital Management, Inc unchanged	Shares	0	+$551	$1.1K
19	State of Alaska, Department of Revenue unchanged	Shares	0	+$305	$582
20	Farther Finance Advisors, LLC added	Shares	+2	+$236	$434
21	Hughes Financial Services, LLC new	Shares	+1	+$15	$15
22	IFP Advisors, Inc exited	Shares	-1	-$7	$0
23	Rachor Investment Advisory Services, LLC exited	Shares	-455	-$3.3K	$0
24	SJS Investment Consulting Inc. exited	Shares	-1.4K	-$10.0K	$0
25	EverSource Wealth Advisors, LLC trimmed	Shares	-14.9K	-$103.5K	$6.5K
26	Olympiad Research LP exited	Shares	-23.7K	-$170.0K	$0
27	ZAZOVE ASSOCIATES LLC exited	Shares	-105.8K	-$758.9K	$0
28	HENNESSY ADVISORS INC exited	Shares	-1.4M	-$10.0M	$0
29	GC Wealth Management RIA, LLC exited	Shares	-4.1M	-$29.2M	$0