Vericity Ownership | Who Owns Vericity?

Vericity Ownership Summary

Vericity is owned by 2.78% institutional investors, 8.52% insiders, and 88.70% retail investors. Blackrock is the largest institutional shareholder, holding 0.19% of VERY shares. BlackRock Extended Equity Market K is the top mutual fund, with 0.13% of its assets in Vericity shares.

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	27.81K	0.19%	$317.83K
Millennium management	26.47K	0.18%	$302.52K
Geode capital management	20.16K	0.14%	$230.44K
Susquehanna group, llp	11.77K	0.08%	$134.55K
Morgan stanley	726.00	0.00%	$8.30K
Bank of america corp /de/	418.00	0.00%	$4.78K
Macquarie group	125.00	0.00%	$1.43K
Sageview advisory group	-	-	-
Penderfund capital management	-	-	-
Rbf capital	-	-	-

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Millennium management	26.47K	0.00%	$302.52K
Blackrock	27.81K	-	$317.83K
Tower research capital llc (trc)	-	-	-
Susquehanna group, llp	11.77K	-	$134.55K
Skandinaviska enskilda banken ab (publ)	-	-	-
Bank of america corp /de/	418.00	-	$4.78K
Sageview advisory group	-	-	-
Macquarie group	125.00	-	$1.43K
Penderfund capital management	-	-	-
Rbf capital	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	26.47K	0.00%	12.94K
Geode capital management	20.16K	-	288.00
Macquarie group	125.00	-	64.00
Morgan stanley	726.00	-	5.00
Wells fargo & company/mn	-	-	-16.00

Top Sellers

Holder	Shares	% Assets	Change
Sageview advisory group	-	-	-130.34K
Rbf capital	-	-	-73.07K
Penderfund capital management	-	-	-50.97K
Inspirion wealth advisors	-	-	-50.00K
Skandinaviska enskilda banken ab (publ)	-	-	-47.10K

Sold Out

Holder	Change
Wells fargo & company/mn	-16.00
Tower research capital llc (trc)	-299.00
Hrt financial lp	-12.59K
Css llc/il	-23.19K
Vanguard group	-35.27K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	15	-6.25%	414,043	10.61%	2	43.96%	8	-20.00%	5	66.67%
Mar 31, 2024	16	23.08%	374,319	30.82%	2	68.01%	10	25.00%	3	-
Dec 31, 2023	13	44.44%	286,129	33.52%	1	92.68%	8	60.00%	3	-
Sep 30, 2023	9	-10.00%	214,290	-2.30%	1	66.26%	5	-	-	-100.00%
Jun 30, 2023	10	-16.67%	219,326	-58.84%	1	11.49%	5	25.00%	1	-50.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
BlackRock Extended Equity Market K	19.29K	0.13%	-19.00
Fidelity Extended Market Index	12.00K	0.08%	-49.00
Fidelity Nasdaq Composite Index	6.65K	0.04%	-
SSgA U.S. Extended Market Index Class I	3.21K	0.02%	-
GDL Fund	3.00K	0.02%	-
Gabelli Entpr Mergers & Acquisitions Y	3.00K	0.02%	-
Gabelli ABC AAA	3.00K	0.02%	-
Extended Equity Market Fund M	2.45K	0.02%	71.00
NT Ext Equity Mkt Idx Fd - L	1.77K	0.01%	-
Spartan Extended Market Index Pool E	881.00	0.01%	49.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 28, 2024	Apex Holdco L.P.	-	Sell	$130.00M
Aug 07, 2019	Zimmerman Laura R	See Remarks	Buy	$1.20M
Aug 07, 2019	Hemmings Richard A	-	Buy	$1.94M
Aug 07, 2019	Buchanan John E	See Remarks	Buy	$707.03K
Aug 07, 2019	Harkensee James C	Executive Vice President	Buy	$3.28M

Insider Transactions Trends

Date	Buy	Sell
2020 Q4	-	-
2019 Q3	9	-
2019 Q2	-	-

VERY Ownership FAQ

Who owns the most shares of Vericity?

Vericity’s largest shareholders are Blackrock (27.81K shares, 0.19%), Millennium management (26.47K shares, 0.18%), and Geode capital management (20.16K shares, 0.14%). Together, they hold 0.50% of Vericity’s total shares outstanding.

Does Blackrock own Vericity?

Yes, BlackRock owns 0.19% of Vericity, totaling 27.81K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 317.83K$. In the last quarter, BlackRock decreased its holdings by -360 shares, a -1.28% change.

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

Millennium management is Vericity’s biggest shareholder by percentage of total assets invested, with 0.00% of its assets in 26.47K Vericity shares, valued at 302.52K$.

Who is the top mutual fund holder of Vericity shares?

BlackRock Extended Equity Market K is the top mutual fund holder of Vericity shares, with 0.13% of its total shares outstanding invested in 19.29K Vericity shares.

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