Atlantic American Ownership | Who Owns Atlantic American?


OverviewRevenueFinancialsChart

Atlantic American Ownership Summary


Atlantic American is owned by 5.36% institutional investors, 80.29% insiders, and 14.36% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 1.75% of AAME shares. DFA US Small Cap Value I is the top mutual fund, with 0.96% of its assets in Atlantic American shares.

AAME Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAtlantic American5.36%80.29%14.36%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryLife Insurance Stocks 60.50%8.53%30.97%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Dimensional fund advisors lp357.09K1.75%$603.49K
Bridgeway capital management192.77K0.94%$325.77K
Biglari, sardar159.76K0.78%$269.99K
Vanguard group102.95K0.50%$173.99K
Geode capital management50.20K0.25%$84.86K
Foster victor wealth advisors44.00K0.22%$71.28K
Renaissance34.90K0.17%$58.98K
Northern trust27.19K0.13%$45.95K
Blackrock27.08K0.13%$45.77K
Morgan stanley23.00K0.11%$38.87K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Biglari, sardar159.76K0.92%$269.99K
Investors asset management of georgia inc /ga/ /adv18.00K0.01%$30.42K
Teton advisors20.00K0.01%$33.80K
Bridgeway capital management192.77K0.01%$325.77K
Foster victor wealth advisors44.00K0.01%$71.28K
Gratus capital18.34K0.00%$30.99K
Hb wealth management10.00K0.00%$16.90K
Dimensional fund advisors lp357.09K0.00%$603.49K
Renaissance34.90K0.00%$58.98K
Tower research capital llc (trc)4.86K0.00%$8.21K

Top Buyers

HolderShares% AssetsChange
Tower research capital llc (trc)4.86K0.00%2.08K
Ubs group331.00-331.00
Renaissance34.90K0.00%300.00
Advisor group71.00-71.00
Bank of america corp /de/33.00-33.00

Top Sellers

HolderShares% AssetsChange
Independent advisor alliance---13.24K
Vanguard group102.95K--12.90K
Bridgeway capital management192.77K0.01%-3.75K
Wells fargo & company/mn---3.23K
Cibc private wealth group---3.00K

New Positions

HolderShares% AssetsChangeValue
Ubs group331.00-331.00$559.00
Advisor group71.00-71.00$120.00
Bank of america corp /de/33.00-33.00$56.00

Sold Out

HolderChange
Royal bank of canada-303.00
Concourse financial group securities-332.00
Cibc private wealth group-3.00K
Wells fargo & company/mn-3.23K
Independent advisor alliance-13.24K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202418-14.29%1,092,706-1.30%518.19%6-14.29%5-
Jun 30, 20242110.53%1,107,133-1.75%517.79%716.67%525.00%
Mar 31, 2024195.56%1,126,8460.72%518.37%6-4-42.86%
Dec 31, 2023185.88%1,118,8420.70%518.49%620.00%7-
Sep 30, 2023176.25%1,111,077-3.91%516.96%5-16.67%7250.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
DFA US Small Cap Value I196.32K0.96%-
Bridgeway Ultra-Small Company Market116.26K0.57%-
Vanguard Institutional Extnd Mkt Idx Tr88.54K0.43%-
Bridgeway Ultra-Small Company72.91K0.36%-
Fidelity Extended Market Index23.07K0.11%-8.70K
TETON Westwood Mighty Mites AAA20.00K0.10%-
DFA US Core Equity 2 I17.56K0.09%-
DFA US Small Cap I13.76K0.07%-
BlackRock U.S. Equity Market F12.33K0.06%-1.00
iShares Micro-Cap ETF9.98K0.05%-

Recent Insider Transactions


DateNameRoleActivityValue
Dec 30, 2022ROBINSON HARRIETT J-Sell$900.00K
Dec 30, 2022ROBINSON HARRIETT J-Buy$900.00K
Mar 31, 2022ROBINSON HARRIETT J Buy$5.46M
Mar 31, 2022ROBINSON HARRIETT J Sell$5.46M
Aug 21, 2019ROBINSON HARRIETT J-Buy$24.80K

Insider Transactions Trends


DateBuySell
2022 Q411
2022 Q111
2021 Q4--
2021 Q3--
2021 Q1--

AAME Ownership FAQ


Who Owns Atlantic American?

Atlantic American shareholders are primarily institutional investors at 5.36%, followed by 80.29% insiders and 14.35% retail investors. The average institutional ownership in Atlantic American's industry, Life Insurance Stocks , is 60.50%, which Atlantic American falls below.

Who owns the most shares of Atlantic American?

Atlantic American’s largest shareholders are Dimensional fund advisors lp (357.09K shares, 1.75%), Bridgeway capital management (192.77K shares, 0.94%), and Biglari, sardar (159.76K shares, 0.78%). Together, they hold 3.48% of Atlantic American’s total shares outstanding.

Does Blackrock own Atlantic American?

Yes, BlackRock owns 0.13% of Atlantic American, totaling 27.08K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 45.77K$. In the last quarter, BlackRock decreased its holdings by -828 shares, a -2.97% change.

Who is Atlantic American’s biggest shareholder by percentage of total assets invested?

Biglari, sardar is Atlantic American’s biggest shareholder by percentage of total assets invested, with 0.92% of its assets in 159.76K Atlantic American shares, valued at 269.99K$.

Who is the top mutual fund holder of Atlantic American shares?

DFA US Small Cap Value I is the top mutual fund holder of Atlantic American shares, with 0.96% of its total shares outstanding invested in 196.32K Atlantic American shares.

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