PG PROCTER & GAMBLE CO COM

Ownership history in SEARLE & CO.  ·  42 quarters on record

AI Ownership Summary

SEARLE & CO. reported PROCTER & GAMBLE CO COM (PG) in 42 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.64% in 2024 Q1. The latest visible filing shows PG at 1.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEARLE & CO.'s position in PROCTER & GAMBLE CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PG was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.64% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SEARLE & CO. held PG — position size vs. price
% of Fund (quarterly)    PG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 33,354 -3,486 -9.5% 1.23% $4.8M 2026-02-14 (Est.) $160.07
2025 Q3 REDUCED 36,840 -547 -1.5% 1.50% $5.7M 2025-11-04 $146.13
2025 Q2 REDUCED 37,387 -314 -0.8% 1.68% $6.0M 2025-08-07 $151.35
2025 Q1 ADDED 37,701 +2 +0.0% 1.83% $6.4M 2025-05-15 $159.06
2024 Q4 REDUCED 37,699 -89 -0.2% 1.82% $6.3M 2025-02-14 $158.54
2024 Q3 REDUCED 37,788 -50,199 -57.1% 1.63% $6.5M 2024-10-22 $164.17
2024 Q2 REDUCED 87,987 -100 -0.1% 3.40% $14.5M 2024-07-30 $155.51
2024 Q1 ADDED 88,087 +502 +0.6% 3.64% $14.3M 2024-05-09 $158.73
2023 Q4 ADDED 87,585 +57,635 +192.4% 3.51% $12.8M 2024-02-06 $150.99
2023 Q3 UNCHANGED 29,950 0% 1.49% $4.4M 2023-11-06 $142.47
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SEARLE & CO. and PG

These are the practical questions this page is built to answer before you even open the full history table.

How long has SEARLE & CO. reported owning PG?

SEARLE & CO. reported PG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PG position in SEARLE & CO.'s portfolio?

The largest reported portfolio weight for PG was 3.64% in 2024 Q1.

What is the latest reported PG position on this page?

The most recent filing on this page is 2025 Q4, when SEARLE & CO. reported 33,354 shares, equal to 1.23% of portfolio, with an estimated market value of $4.8M.

What does the chart on this PG ownership page compare?

The chart compares SEARLE & CO.'s quarterly PG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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