AKRE · Insider trading · 13F holders · Congress trades
Profesionally Managed Portfo (AKRE)
Who is buying and selling AKRE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 63
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
AKRE at a glance
- No open-market insider purchases or sales of AKRE were filed in the last 90 days.
- 63 13F filers hold AKRE among their 50 largest positions, worth $920.9M combined. The biggest bets by portfolio weight are Ascension Capital Advisors, Inc. (10.2%), Cross Staff Investments Inc (9.1%) and Montis Financial, LLC (8.7%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in AKRE.
AKRE insider trading
No open-market insider purchases or sales of AKRE were filed in the last 90 days.
Who owns AKRE? Hedge funds and superinvestors
63 13F filers hold AKRE among their 50 largest positions, worth $920.9M combined. The biggest bets by portfolio weight are Ascension Capital Advisors, Inc. (10.2%), Cross Staff Investments Inc (9.1%) and Montis Financial, LLC (8.7%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Brown Brothers Harriman & CoMutual fund manager | 1.8% | $403.4M | 7,584,909 | -36.8% shares | Q2 2026 |
| Mesirow Financial Investment Management, Inc.Institutional asset manager | 1.1% | $71.7M | 1,347,351 | +69.0% shares | Q2 2026 |
| AlTi Global, Inc.Investment manager | 1.0% | $49.1M | 923,866 | -70.5% shares | Q2 2026 |
| Chemistry Wealth Management LLCWealth manager | 7.7% | $49.0M | 930,926 | +1.0% shares | Q3 2026 |
| Montis Financial, LLCWealth manager | 8.7% | $42.5M | 799,755 | -1.0% shares | Q2 2026 |
| Ascension Capital Advisors, Inc.Wealth manager | 10.2% | $36.3M | 682,811 | -0.3% shares | Q2 2026 |
| Urban Financial Advisory CorpWealth manager | 6.4% | $23.2M | 435,971 | -8.9% shares | Q2 2026 |
| Flow Traders U.s. LLCInvestment manager | 0.9% | $21.6M | 406,918 | — | Q2 2026 |
| Parisi Gray Wealth ManagementWealth manager | 3.7% | $18.4M | 350,263 | -13.0% shares | Q3 2026 |
| Ironwood Investment Counsel, LLCWealth manager | 2.4% | $18.2M | 342,562 | -1.8% shares | Q2 2026 |
| Affiance Financial, LLCWealth manager | 2.6% | $18.2M | 345,037 | -6.8% shares | Q3 2026 |
| Cross Staff Investments IncWealth manager | 9.1% | $15.3M | 289,951 | -0.2% shares | Q3 2026 |
| Equitable Trust CoBank & trust | 0.5% | $11.5M | 218,050 | +4.5% shares | Q3 2026 |
| New England Private Wealth Advisors LLCWealth manager | 1.0% | $10.3M | 194,997 | -5.4% shares | Q3 2026 |
| Basepoint Wealth LLCWealth manager | 5.9% | $10.2M | 192,329 | -42.7% shares | Q2 2026 |
| Fiduciary Group, LLCWealth manager | 0.8% | $10.0M | 187,630 | -15.0% shares | Q2 2026 |
| Arete Wealth Advisors, LLCWealth manager | 0.6% | $8.8M | 164,821 | +0.8% shares | Q2 2026 |
| Compton Wealth Advisory Group, LLCWealth manager | 1.7% | $8.1M | 151,125 | -1.0% shares | Q3 2026 |
| NBZ Investment Advisors LLCWealth manager | 2.7% | $6.9M | 130,421 | -7.7% shares | Q2 2026 |
| Mendel Capital Management LLCWealth manager | 3.1% | $6.9M | 128,936 | -5.8% shares | Q2 2026 |
| Lighthouse Wealth Management Inc.Wealth manager | 3.9% | $6.5M | 122,535 | -12.0% shares | Q3 2026 |
| JBR Co Financial Management IncWealth manager | 1.7% | $4.3M | 79,841 | -0.1% shares | Q3 2026 |
| Sargent Investment Group, LLCWealth manager | 0.5% | $4.1M | 77,159 | -6.2% shares | Q2 2026 |
| Millburn Ridgefield LLC /DE/Mutual fund manager | 0.1% | $4.0M | 74,775 | +93.0% shares | Q2 2026 |
| Fft Wealth Management LLCWealth manager | 0.6% | $3.9M | 72,505 | -34.3% shares | Q2 2026 |
| Capital Advisors, Ltd. LLCInstitutional asset manager | 0.3% | $3.4M | 64,715 | -25.2% shares | Q3 2026 |
| Vertex Planning Partners, LLCWealth manager | 0.5% | $3.4M | 63,828 | -0.1% shares | Q2 2026 |
| Annandale Capital, LLCWealth manager | 0.5% | $3.4M | 63,218 | -12.0% shares | Q2 2026 |
| Rockbridge Investment Management, LCCAsset manager | 0.3% | $3.3M | 62,370 | +0.0% shares | Q2 2026 |
| Marion Wealth ManagementWealth manager | 0.6% | $2.9M | 54,413 | +0.7% shares | Q3 2026 |
The 30 largest of 63 positions, by value. Each manager counts with its latest 13F (Q3 2026: 25, Q2 2026: 38). Screen AKRE in the grand portfolio →
AKRE stock trades by members of Congress
No member of Congress has disclosed a trade in AKRE.
AKRE questions and answers
Are insiders buying AKRE stock?
No open-market insider purchases or sales of AKRE were filed in the last 90 days.
Which hedge funds own AKRE?
63 13F filers hold AKRE among their 50 largest positions, worth $920.9M combined. The biggest bets by portfolio weight are Ascension Capital Advisors, Inc. (10.2%), Cross Staff Investments Inc (9.1%) and Montis Financial, LLC (8.7%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded AKRE?
No member of Congress has disclosed a trade in AKRE.
Who is the largest holder of AKRE?
Among 13F filers, Brown Brothers Harriman & Co reports the largest AKRE position, $403.4M (7,584,909 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Ascension Capital Advisors, Inc.'s: 10.2% of its portfolio.
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