Reliance Global Group, Inc.
EZRA- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001812727
In the last 90 days, Reliance Global Group, Inc. insiders filed 0 open-market purchases and 4 sales; 12 institutions reported holding it in 13F filings for Q2 2026, worth $21.3M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Reliance Global Group, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 11
- +3 vs. Q4 2024
- Shares held
- 56.5K
- −13.6K (−19.4%) vs. Q4 2024
- Total value
- $67.9K
- −$111.8K (−62.2%) vs. Q4 2024
- New holders
- 5
- 2 more added
- Sold out
- 2
- 2 more reduced
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EZRA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 12 | $21.3M |
| Q1 2026 | 22 | $147.0K |
| Q4 2025 | 17 | $288.8K |
| Q3 2025 | 13 | $158.6K |
| Q2 2025 | 13 | $424.1K |
| Q1 2025 | 11 | $67.9K |
| Q4 2024 | 8 | $179.8K |
| Q3 2024 | 6 | $55.8K |
| Q2 2024 | 12 | $112.4K |
| Q1 2024 | 12 | $141.8K |
| Q4 2023 | 13 | $178.3K |
| Q3 2023 | 7 | $105.4K |
| Q2 2023 | 4 | $788.8K |
| Q1 2023 | 8 | $524.8K |
| Q4 2022 | 14 | $391.1K |
| Q3 2022 | 15 | $534.0K |
| Q2 2022 | 14 | $7.00M |
| Q1 2022 | 16 | $3.06M |
| Q4 2021 | 16 | $11.9M |
| Q3 2021 | 6 | $1.19M |
| Q2 2021 | 8 | $1.78M |
| Q1 2021 | 11 | $1.80M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Reliance Global Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 15,340 | $19.0K | 0.00% | +15,340 | New |
| Geode Capital Management, LLC | 14,511 | $17.3K | 0.00% | +4,461+44.4% | Added |
| Caliber Wealth Management, LLC | 12,080 | $14.4K | 0.00% | +12,080 | New |
| UBS Group AG | 11,200 | $13.3K | 0.00% | −32,150−74.2% | Reduced |
| IFP Advisors, Inc | 2,224 | $2.65K | 0.00% | +2,224 | New |
| Tower Research Capital LLC (TRC) | 540 | $643 | 0.00% | −1,622−75.0% | Reduced |
| BlackRock, Inc. | 511 | $608 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 32 | $38 | 0.00% | +25+357.1% | Added |
| Bank of America Corp | 15 | $17 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $2 | 0.00% | +1 | New |
| Morgan Stanley | 1 | $1 | 0.00% | +1 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −13,946−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |