13F

Stock

Smurfit Westrock Plc

SW · held by 10 managers

Reported value

$124.1M

Holders

10

+1 new · −1 exited

Holders’ est. mark

−$4.98M

Price effect on 8 books still in the name

Largest holder

$90.1M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC2.09M$90.1M−$3.48MAdded$7.99M
Savant Capital, LLC539.4K$23.3M−$1.03MCut−$11.4M
DANSKE BANK A/S160.3K$6.92M−$306.2KCut−$2.01M
Swiss Life Asset Management Ltd73.3K$3.16M−$139.9KCut−$235.9K
Womack Financial LLC6.41K$276.6K−$12.2KCut−$41.5K
INDEPENDENT FINANCIAL GROUP, LLC5.5K$237.3K−$9.15KAdded$21.5K
ELEVATION POINT WEALTH PARTNERS, LLC863$37.2K−$1.65KCut−$297.2K
Medallion Wealth Advisors, LLC520$23.8K$120Added$120
Essential Partners LLC90$3.88KHeld
Prestige Wealth Management Group LLC9$389New

Who left

Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.