| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $1.7M | 0.00% | 168.17K | +4.0% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a SAMG trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| May 5, 2026 | Burns Richard JonathanDirector | Stock Award(Grant) at price 0.00 per share. | 4.3K | — |
| May 5, 2026 | Dunn Brian DDirector | Stock Award(Grant) at price 0.00 per share. | 10.4K | — |
| May 5, 2026 | Romfo DarlaDirector | Stock Award(Grant) at price 0.00 per share. | 4.3K | — |
| Nov 30, 2025 | Gray John AllenOfficer and Director | Purchase at price 13.66 - 13.85 per share. | 21.8K | $298.76K |
| May 4, 2025 | Burns Richard JonathanDirector | Stock Award(Grant) at price 0.00 per share. | 3.2K | — |
| May 4, 2025 | Dunn Brian DDirector | Stock Award(Grant) at price 0.00 per share. | 7.6K | — |
| May 4, 2025 | Romfo DarlaDirector | Stock Award(Grant) at price 0.00 per share. | 3.2K | — |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.0 | 3.2 | -11.6 | -2.2 | -13.8 | -10.8 | 1.7 | -2.3 | 5.2 | -1.3 | −31.4% | ||
| 2025 | 0.6 | -2.0 | -9.8 | -6.5 | -5.1 | 9.2 | 3.2 | 0.2 | -3.9 | -10.2 | -2.4 | 10.1 | −17.4% |
| 2024 | -1.9 | 0.5 | -5.7 | -7.3 | 4.3 | 2.0 | 13.7 | -8.6 | 6.4 | 1.1 | 5.2 | 0.3 | +8.2% |
| 2023 | 0.7 | -5.9 | 2.2 | 3.0 | 4.5 | 3.5 | 2.9 | -7.5 | -17.6 | 11.8 | -12.2 | 9.1 | −9.4% |
| 2022 | -2.2 | -4.0 | 26.9 | 1.6 | 0.3 | -21.3 | 8.5 | 0.4 | -8.5 | 16.1 | -0.5 | -0.7 | +9.3% |
| 2021 | 10.2 | -8.3 | 2.4 | -3.3 | 14.5 | -5.5 | 6.1 | 1.8 | -4.1 | 2.7 | 0.6 | 6.7 | +23.6% |
| 2020 | -5.6 | -2.7 | -18.2 | 7.6 | 10.7 | 12.8 | -13.5 | 14.0 | -16.6 | 7.9 | 17.7 | 4.5 | +10.4% |
| 2019 | 0.7 | 12.5 | -4.9 | 2.0 | -8.2 | 5.1 | 2.1 | -8.8 | -5.9 | -2.3 | 7.7 | -2.9 | −4.9% |
| 2018 | -6.5 | 0.7 | 0.7 | 1.3 | 3.2 | 2.5 | 7.1 | -9.2 | -12.6 | 3.8 | -2.9 | -5.3 | −17.6% |
| 2017 | 5.7 | -4.0 | -0.4 | 2.6 | -10.3 | 9.8 | -5.9 | -3.2 | 18.8 | 12.0 | -6.7 | 5.6 | +22.1% |
| 2016 | -9.4 | 1.4 | 16.7 | 2.4 | -6.1 | -0.1 | -0.7 | 2.0 | -4.2 | -2.7 | 16.0 | -1.9 | +10.6% |
| 2015 | -9.9 | -0.9 | 2.0 | 9.4 | -16.6 | 8.2 | -12.3 | -4.5 | -8.2 | 2.7 | 15.9 | -7.6 | −24.0% |
| 2014 | -7.3 | 6.4 | 8.8 | -4.9 | 0.1 | -1.1 | -6.3 | -0.5 | -15.1 | 9.6 | -3.9 | 9.1 | −8.2% |
| 2013 | 13.3 | -10.1 | 11.4 | 8.4 | 7.7 | 7.2 | +42.1% |
Buy / hold / sell counts
Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other investment funds. The company was founded in 2002 and is headquartered in New York, New York.