Silvercrest Asset Management Group
SAMG on Nasdaq. Market value $130m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
4 long-term investors we follow own it, unchanged from 4 last quarter. 99 funds in all.
- GAMCO InvestorsMario Gabelli
- Value
- $247,665
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Diamond Hill Capital ManagementRic Dillon (founder) | $4m | <0.1% | Added |
| Royce & AssociatesChuck Royce | $2m | <0.1% | Cut |
| Boston PartnersBoston Partners team | $493,980 | <0.1% | Cut |
| GAMCO InvestorsMario Gabelli | $247,665 | <0.1% |
Largest holders overall
- BlackRock$10m
- Diamond Hill Capital Management$4mAdded
- Punch & Associates Investment Management$3mAdded
- Vanguard Capital Management$3m
- Pacific Ridge Capital Partners$2mAdded
- Geode Capital Management$2mAdded
- Dimensional Fund Advisors LP$2mCut
- Morgan Stanley$2mAdded
- State Street$2mAdded
- Renaissance Technologies$2mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
3 investors own more than 5%.
- BlackRock, Inc.Passive investor7.8%+1.4 ptsSince 30 June 2026
- Equinox Partners Investment Management LLCPassive investorat least 7.1%(filed with 2 related holders)Since 23 September 2026
What they said
The Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the…
Read the filing - Long Path Partners LPPassive investorat least 4.8%(filed with 5 related holders)Since 1 May 2025
- BlackRock Portfolio Management LLCPassive investorSold down below 5%Since 30 June 2026
- Royce & AssociatesPassive investorSold down below 5%Since 30 September 2025
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
BlackRock, Inc. Passive investor | 7.8%+1.4 pts | 30 June 2026 | |
Equinox Partners Investment Management LLC Passive investor | at least 7.1% (filed with 2 related holders) | 23 September 2026 | What they saidThe Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the… Read the filing |
Long Path Partners LP Passive investor | at least 4.8% (filed with 5 related holders) | 1 May 2025 | |
BlackRock Portfolio Management LLC Passive investor | Sold down below 5% | 30 June 2026 | |
Royce & Associates Passive investor | Sold down below 5% | 30 September 2025 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 1 insider bought $298,762 of shares on the open market.
- Gray John AllenManaging Director, DirectorBoughtunder a preset trading plan
- Date
- 1 December 2025
- Shares
- 1,285
- Price
- $13.85
- Value
- $17,797
- Gray John AllenManaging Director, DirectorBoughtunder a preset trading plan
- Date
- 28 November 2025
- Shares
- 5,500
- Price
- $13.83
- Value
- $76,065
- Gray John AllenManaging Director, DirectorBoughtunder a preset trading plan
- Date
- 26 November 2025
- Shares
- 15,000
- Price
- $13.66
- Value
- $204,900
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 1 December 2025 | Gray John Allen Managing Director, Director | Bought under a preset trading plan | 1,285 | $13.85 | $17,797 |
| 28 November 2025 | Gray John Allen Managing Director, Director | Bought under a preset trading plan | 5,500 | $13.83 | $76,065 |
| 26 November 2025 | Gray John Allen Managing Director, Director | Bought under a preset trading plan | 15,000 | $13.66 | $204,900 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.