TROW
PRICE T ROWE GROUP INCMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2013 | 52Q | $47 | $102 | +117% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $97 | $102 | +6% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $97 | $102 | +6% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $97 | $102 | +6% |
| Renaissance Technologies re-entered | Q4 2024(8Q snapshot) | 6Q | $110 | $102 | -7% |
| Two Sigma Investments | Q4 2024(8Q snapshot) | 6Q | $111 | $102 | -8% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw 2× in & out | Q2 2025 | Q4 2025 | → $99 | +7% |
| Maverick Capital 3× in & out | Q2 2024 | Q3 2024 | → $97 | -7% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at PRICE T ROWE GROUP INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 2, 2026 — the most recent Form 4 on file — not from today.
- Form 40001763507-26-000002Jun 2, 2026
- Form 40001840036-26-000002May 14, 2026
- Form 40001216704-26-000003May 11, 2026
- Form 40001194455-26-000005May 11, 2026
- Form 40001737206-26-000005May 11, 2026
- Form 40001184258-26-000003May 11, 2026
- Form 40001988737-26-000003May 11, 2026
- Form 40001893277-26-000001May 11, 2026
- Form 40001498935-26-000004May 11, 2026
- Form 40001509370-26-000003May 11, 2026
- Form 40001160193-26-000003May 11, 2026
- Form 40001551523-26-000001May 11, 2026
- Form 40001207928-26-000005May 11, 2026
- Form 40001216704-26-000002Mar 31, 2026
- Form 40001194455-26-000004Mar 31, 2026
Fundamentals
XBRL · PRICE T ROWE GROUP INCAnnual figures sourced directly from PRICE T ROWE GROUP INC's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for PRICE T ROWE GROUP INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 18, 2026
- 8-KMaterial eventMay 11, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KMaterial eventApr 30, 2026
- 8-KMaterial eventApr 22, 2026
- DEF 14AProxy statementMar 17, 2026
- 10-KAnnual reportFeb 13, 2026
- 8-KMaterial eventFeb 4, 2026
- 8-KMaterial eventNov 3, 2025
- 10-QQuarterly reportOct 31, 2025
- 8-KMaterial eventOct 31, 2025
- 8-KMaterial eventOct 16, 2025
- 8-KMaterial eventSep 4, 2025
- 10-QQuarterly reportAug 1, 2025
- 8-KMaterial eventAug 1, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Renaissance Technologies | Q2 2026 | open | $102 | $102 | -0% |
| Bridgewater Associates | Q1 2026 | open | $92 | $105 | +14% |
| D.E. Shaw | Q2 2025 | Q4 2025 | $93 | $99 | +7% |
| Two Sigma Investments | Q4 2024 | open | $111 | $102 | -8% |
| Renaissance Technologies | Q4 2024 | Q4 2025 | $110 | $101 | -8% |
| Citadel Advisors | Q3 2024 | open | $97 | $102 | +6% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $97 | $100 | +3% |
| AQR Capital Management | Q3 2024 | open | $97 | $102 | +6% |
| Millennium Management | Q3 2024 | open | $97 | $102 | +6% |
| Maverick Capital | Q2 2024 | Q3 2024 | $104 | $97 | -7% |
| Bridgewater Associates | Q4 2023 | Q2 2025 | $82 | $92 | +13% |
| Bridgewater Associates | Q1 2023 | Q2 2023 | $104 | $91 | -12% |
| Maverick Capital | Q4 2021 | Q1 2022 | $176 | $118 | -33% |
| Bridgewater Associates | Q1 2021 | Q4 2022 | $129 | $106 | -18% |
| Maverick Capital | Q3 2020 | Q2 2021 | $107 | $152 | +43% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $105 | $87 | -17% |
| Bridgewater Associates | Q4 2016 | Q4 2017 | $48 | $68 | +41% |
| Bridgewater Associates | Q3 2015 | Q4 2015 | $52 | $51 | -0% |
| Bridgewater Associates | Q4 2014 | Q1 2015 | $54 | $54 | -0% |
| Bridgewater Associates | Q3 2013 | Q3 2014 | $47 | $51 | +7% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.