ITIC
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +20.0% ·
flujo de acciones +5.8% ·
nuevas posiciones netas +16.7%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | +2 | 773.11K | $211.46M | +3 | −1 |
| Q1 2026 | 53 | -2 | 749.38K | $162.96M | +3 | −5 |
| Q4 2025 | 55 | 0 | 774.44K | $193.33M | — | — |
| Q3 2025 | 16 | +1 | 589.60K | $157.91M | +1 | — |
| Q2 2025 | 12 | +2 | 541.22K | $114.36M | +2 | — |
| Q1 2025 | 7 | -1 | 321.34K | $77.47M | — | −1 |
| Q4 2024 | 8 | +2 | 316.24K | $74.88M | +2 | — |
| Q3 2024 | 5 | 0 | 291.28K | $66.94M | +1 | −1 |
| Q2 2024 | 5 | — | 275.40K | $49.61M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Markel Group ✦ | 213.30K | 0.0% | $45.07M | 0.4% | Held | 5 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 113.28K | — | $23.94M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 113.28K | — | $23.94M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 113.28K | — | $23.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 113.28K | — | $23.94M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 113.28K | — | $23.94M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 113.28K | — | $23.94M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 113.28K | — | $23.94M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 113.28K | — | $23.94M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | The Vanguard Group ✦ (pasivo) | 76.62K | — | $16.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | The Vanguard Group ✦ (pasivo) | 76.62K | — | $16.19M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (pasivo) | 76.62K | — | $16.19M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 35.63K | +249.0% | $7.53M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Geode Capital Management ✦ (pasivo) | 35.53K | +4.7% | $7.51M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Geode Capital Management ✦ (pasivo) | 35.53K | +4.7% | $7.51M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (pasivo) | 28.02K | +3.4% | $5.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 20.65K | -13.4% | $4.36M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Arrowstreet Capital ✦ | 10.74K | -2.6% | $2.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 2.96K | Nuevo | $624,409 | 0.0% | New | 1 | SEC ↗ |
| 20 | Millennium Management ✦ | 2.87K | Nuevo | $605,797 | 0.0% | New | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 1.44K | -24.8% | $304,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 1.44K | -24.8% | $304,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 1.44K | -24.8% | $304,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 1.44K | -24.8% | $304,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 184 | — | $38,970 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 184 | — | $38,970 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Point72 Asset Management | $624,409 | 0.0% |
| Millennium Management | $605,797 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 117 tenedores, 875.87K acciones, $189.34M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.