HALLMARK FINANCIAL SERVICES INC - HALL
Detailed investor-level table based on 13F positions.
Early Q1 2024 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 47,613 | 47 | 0.0% | 0.0% | 1 | -1,564 | -3.18% | Q4 2023 | Mar 11, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 19,838 | 20 | 0.0% | 0.0% | 2 | -1,147 | -5.47% | Q4 2023 | Feb 14, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 14,877 | 15 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2023 | Feb 13, 2024 |
| Empowered Funds, LLC | History | New | 10,478 | 10 | 0.0% | — | 4 | +10,478 | New | Q4 2023 | Feb 14, 2024 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,207 | 3 | 0.0% | 0.0% | 5 | +1,551 | 93.66% | Q4 2023 | Feb 13, 2024 |
| MORGAN STANLEY | History | Reduced | 2,422 | 2 | 0.0% | 0.0% | 6 | -302 | -11.09% | Q4 2023 | Aug 16, 2024 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,925 | -100.0% | Q3 2023 | Nov 09, 2023 |
| UBS Group AG | History | Added to | 415 | 0 | — | — | — | +382 | 1157.58% | Q4 2023 | Feb 09, 2024 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | — | — | -112 | -100.0% | Q3 2023 | Nov 14, 2023 |
| JPMORGAN CHASE & CO | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q4 2023 | Dec 26, 2024 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13 | 0 | — | — | — | +1 | 8.33% | Q4 2023 | Feb 09, 2024 |
| BANK OF AMERICA CORP /DE/ | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q4 2023 | Feb 14, 2024 |
| GROUP ONE TRADING, L.P. | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2023 | Feb 14, 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2023 | Feb 13, 2024 |
| Provenance Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2023 | Aug 15, 2025 |