Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tokio Marine Holdings Inc (TKOMY)

17 + Investors. Track Smart Money conviction in TKOMY. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
53%

Smart Money Signals — TKOMY

Based on 17 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
17 hedge funds hold TKOMY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +42% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+42% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

8 buying7 selling
Last quarter: 8 funds bought or added vs 7 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 3 → 4 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 29% new

35% conviction (2yr+) 35% medium 29% new
Of the 17 current holders: 6 (35%) held >2 years, 6 held 1–2 years, and 5 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +94% but shares only +53% — price-driven

Value
+93%
Shares
+52%
Last quarter: the total dollar value of institutional holdings rose +94%, but actual share count only changed +53%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~3 new funds/quarter

1 → 4 → 3 → 4 → 3 new funds/Q
New funds entering each quarter: 4 → 3 → 4 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 35% veterans, 47% new entrants

35% veterans 18% 1-2yr 47% new
Of 17 current holders: 6 (35%) held 2+ years, 3 held 1–2 years, 8 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
2 of 17 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TKOMY

In 2026 Q1, 8 hedge funds were net buyers of TKOMY (3 opened a new position, 5 added to an existing one), while 7 reduced or exited (4 trimmed, 3 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 27% of total institutional value in TKOMY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 17.

Hedge Fund Ownership: TKOMY

How many hedge funds hold TKOMY — quarterly history vs. share price
Quarterly hedge fund ownership of TKOMY vs. share price

Market Analysis: TKOMY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TKOMY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Tokio Marine Holdings Inc (TKOMY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TKOMY has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 69d ago
TKOMY
-8.0%
XLF
+5.9%

TKOMY outperformed XLF by -13.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 24d ago
TKOMY
-10.2%
XLF
+2.3%

Since the filing became public, TKOMY outperformed XLF by -12.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: TKOMY
17 + Investors

Track Smart Money conviction in TKOMY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 17 17 -
13F Shares 180K 117K 52.91%
Total Value $8M $4M 93.83%
New Positions 3 4 -1
Increased Positions 5 5 -
Closed Positions 3 1 +2
Reduced Positions 4 4 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TKOMY

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

17 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TKOMY. Verified SEC 13F-HR filings.

QUARTER:
Top 17 institutional holders of TKOMY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OPAL CAPITAL LLC 0.51% 60,792 $2.9M
2 Canopy Partners, LLC 0.09% 5,475 $258K
3 GRACE & WHITE INC /NY 0.04% 4,709 $216K
4 PARADIGM ASSET MANAGEMENT CO LLC 0.03% 2,754 $130K
5 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.02% 30,534 $1.4M
6 GAMMA Investing LLC 0.02% 7,438 $351K
7 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 15,628 $718K
8 Salomon & Ludwin, LLC 0.01% 1,969 $91K
9 ATLAS CAPITAL ADVISORS INC. 0.01% 1,375 $65K
10 RHUMBLINE ADVISERS 0.00% 46,556 $2.2M
11 Westside Investment Management, Inc. 0.00% 234 $11K
12 Ancora Advisors LLC 0.00% 284 $13K
13 IMA Advisory Services, Inc. 0.00% 60 $3K
14 NBC SECURITIES, INC. 0.00% 55 $3K
15 First Command Advisory Services, Inc. 0.00% 250 $12K
16 PNC FINANCIAL SERVICES GROUP, INC. 0.00% 1,432 $68K
17 HANTZ FINANCIAL SERVICES, INC. 0.00% 17
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Tokio Marine Holdings Inc (TKOMY)

What does the Smart Money Trend signal show for TKOMY?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for TKOMY?

Slight buying edge — 53% buying: Last quarter: 8 funds bought or added vs 7 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TKOMY holders?

Strong quality — 27% AUM from major funds: 2 of 17 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TKOMY?

Mixed — 35% long-term, 29% new: Of the 17 current holders: 6 (35%) held >2 years, 6 held 1–2 years, and 5 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Tokio Marine Holdings Inc (TKOMY) following the 2026 Q1 hedge fund 13F filings?

As of today, TKOMY has moved -10.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.3% for the XLF sector ETF — an outperformance of -12.5%. Since the quarter end (March 31, 2026), TKOMY has gained -8.0% vs +5.9% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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