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AMG position history

The shares of Affiliated Managers Group (AMG) that DODGE & COX reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q4: 6,500 shares, $1.2M, <0.01% of portfolio, New
  2. 2025 Q1: 3,000 shares, $504K, <0.01% of portfolio, Reduce −53.8%
  3. 2025 Q2: 3,000 shares, $590K, <0.01% of portfolio
  4. 2025 Q3: 2,400 shares, $572K, <0.01% of portfolio, Reduce −20.0%
  5. 2025 Q4: not held, Exit
  6. 2026 Q1: not held
  7. 2026 Q2: 600 shares, $203K, <0.01% of portfolio, New
Holdings date Value % of holdings Shares Filing date All 13F holders