Boston Trust Walden Corp
SEC Form 13F institutional filer · CIK 0001534866
13F-HR · 229 reported holdings · 2026-03-31
Investment advisor.
Reported long-US-equity value
$7.24B
Top-10 concentration
30.2%
Boston Trust Walden Corp — $7.24B AUM allocation strategy
Boston Trust Walden Corp files SEC Form 13F and reports $7.24B of long US equity value across 229 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 15.5%, followed by Financials 8.0% and Communication Services 6.5%.
The top 10 holdings account for 30% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Boston Trust Walden Corp — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$7.24B
total across 229 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
30% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$ON +872K sh · +$55.3M+$BALL +561K sh · +$33.8M+$VLTO +283K sh · +$24.8M
Biggest trims (shares)
−$CMCSA −494K sh · −$15.3M−$TER −416K sh · −$76.8M−$PGR −149K sh · −$36.2M
Exited to nil (held last quarter, gone now)
$AKAM ($30.4M last qtr)$OTIS ($323K last qtr)$SOLV ($220K last qtr)$FSLR ($218K last qtr)$AIG ($214K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services6.5%—
- Technology Hardware, Storage & Peripherals5.2%—
- Systems Software5.0%—
- Industrial Machinery & Supplies & Components3.4%—
- Property & Casualty Insurance3.0%—
- Diversified Banks3.0%—
- Semiconductors2.7%—
- Pharmaceuticals2.0%—
- Other holdings69.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 1.49M | $378M | -60.7K | 5.2% |
| $MSFT | Microsoft Corporation | 969K | $359M | -31.6K | 5.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 859K | $247M | -84.9K | 3.4% |
| $GOOGL | Alphabet Inc | 773K | $222M | -49.8K | 3.1% |
| $JPM | JP Morgan Chase & Co | 740K | $218M | -42.5K | 3.0% |
| $NVDA | NVIDIA Corporation | 1.1M | $192M | -13.5K | 2.7% |
| $HUBB | Hubbell Inc | 328K | $161M | -14.4K | 2.2% |
| $JNJ | Johnson & Johnson | 594K | $145M | -74.6K | 2.0% |
| $V | Visa Inc | 476K | $144M | -17.4K | 2.0% |
| $CINF | Cincinnati Financial Corporation | 756K | $119M | -19.4K | 1.6% |
…and 219 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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