WESTERN ASSET INV GRA DEF OP (IGI) Institutional Shareholders
WESTERN ASSET INV GRA DEF OP (IGI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $28.89M in IGI holdings during the latest filing period.
1607 Capital Partners, Llc is currently the largest disclosed institutional shareholder of IGI tracked by InsiderSet, reporting ownership valued at approximately $6.54M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.37M, representing an estimated loss of -2.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed IGI value among the investors covered in this analysis. Major shareholders include 1607 Capital Partners, Llc, Karpus Management, Inc., Ubs Group Ag, and several other long-term asset managers with concentrated positions in WESTERN ASSET INV GRA DEF OP (IGI).
This page ranks the largest institutional IGI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
25
Total Reported Value
$28.89M
Largest Holder
1607 Capital Partners, Llc
Largest Position
$6.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | 0.47% | 406,754 | $6,544,672 | $6,373,835 | -$170,837 | -2.61% | |
| Karpus Management, Inc. | 0.19% | 383,342 | $6,167,973 | $6,006,969 | -$161,004 | -2.61% | |
| Ubs Group Ag | 0.00% | 296,192 | $4,765,729 | $4,641,329 | -$124,400 | -2.61% | |
| Morgan Stanley | 0.00% | 112,086 | $1,803,474 | $1,756,388 | -$47,086 | -2.61% | |
| Hennion & Walsh Asset Management, Inc. | 0.05% | 108,376 | $1,745,937 | $1,698,252 | -$47,685 | -2.73% | |
| Raymond James Financial Inc | 0.00% | 92,090 | $1,481,731 | $1,443,050 | -$38,681 | -2.61% | |
| Wells Fargo & Company/Mn | 0.00% | 76,478 | $1,230,531 | $1,198,410 | -$32,121 | -2.61% | |
| Guggenheim Capital Llc | 0.01% | 67,631 | $1,088,183 | $1,059,778 | -$28,405 | -2.61% | |
| Wolverine Asset Management Llc | 0.02% | 62,691 | $1,008,698 | $982,368 | -$26,330 | -2.61% | |
| Whipplewood Advisors, Llc | 0.51% | 61,234 | $985,255 | $959,537 | -$25,718 | -2.61% | |
| Susquehanna International Group, Llp | 0.00% | 22,610 | $363,795 | $354,299 | -$9,496 | -2.61% | |
| Stifel Financial Corp | 0.00% | 22,442 | $361,090 | $351,666 | -$9,424 | -2.61% | |
| Bank Of America Corp | 0.00% | 21,605 | $347,631 | $338,550 | -$9,081 | -2.61% | |
| Ameriprise Financial Inc | 0.00% | 18,286 | $294,222 | $286,542 | -$7,680 | -2.61% | |
| Uhlmann Price Securities, Llc | 0.01% | 12,127 | $195,370 | $190,030 | -$5,340 | -2.73% | |
| Melfa Wealth Management, Inc. | 0.09% | 10,424 | $167,938 | $163,344 | -$4,594 | -2.74% | |
| Jones Financial Companies Lllp | 0.00% | 9,136 | $144,349 | $143,161 | -$1,188 | -0.82% | |
| Royal Bank Of Canada | 0.00% | 6,213 | $100,000 | $97,358 | -$2,642 | -2.64% | |
| Osaic Holdings, Inc. | 0.00% | 2,212 | $35,591 | $34,662 | -$929 | -2.61% | |
| Noble Wealth Management Pbc | 0.01% | 1,000 | $16,110 | $15,670 | -$440 | -2.73% | |
| Sit Investment Associates Inc | 0.28% | 855,799 | $13,770 | $13,410,370 | +$13,396,600 | +97288.31% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 799 | $12,856 | $12,520 | -$336 | -2.61% | |
| Advisornet Financial, Inc | 0.00% | 708 | $11,413 | $11,094 | -$319 | -2.79% | |
| Janney Montgomery Scott Llc | 0.00% | 30,483 | $490 | $477,669 | +$477,179 | +97383.39% | |
| Citigroup Inc | 0.00% | 1 | $16 | $16 | -$0 | -2.06% |
Frequently asked questions about IGI
Who owns the most IGI stock?
The largest holders of IGI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WESTERN ASSET INV GRA DEF OP (IGI).
Is IGI widely held by superinvestors?
Many widely followed stocks like IGI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IGI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.