Shareholder Value Beteiligungen AG Stock: price and insider trades · Germany
2 insiders bought €31k of shares over the last 90 days, the latest by Herzing, Nils, filed 26 Aug 2026.
Shareholder Value Beteiligungen AG: what insiders have been doing
Shareholder Value Beteiligungen AG, classified in the Finance & Banking sector, is a listed company. Its insiders report their share dealings to BaFin. 3 insiders have disclosed 6 filings since 23 October 2025.
Every open-market trade in the period is a purchase: 5 purchases worth €459k, from 3 insiders, and not a single sale. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. Among those who bought: 1 senior executive. At €405k, the purchase published on 29 January 2026 by Verus Group Management AG is the largest of the period.
For context, the typical company on the same exchange (median of 287 companies) published 5 filings over the same period, against 6 filings here. Our records for Shareholder Value Beteiligungen AG go back to 2025, with 8 purchases and 1 sale on the open market in total.
Within a 30-day window, 1 purchase overlapped with buying by a second insider. Such overlaps are known as a cluster signal: distinct people reaching the same decision at about the same time. The last insider purchase was made public on 26 August 2026, 74 days ago. The median gap between a trade and its publication by BaFin is 2 days. The legal deadline for notifying a trade is three business days (MAR article 19).
In the same sector, recent insider purchases at ASR Nederland N.V. and Avarda Bank AB also feature in our signals. These figures are compiled from regulatory filings published by BaFin. They describe what insiders did and are not a recommendation.
Who traded when
BuySaleSince the insiders bought
- +8.7%Entry €75.00 · Close 21 Oct 2026 €81.50
- +8.7%Entry €75.00 · Close 21 Oct 2026 €81.50
- -1.2%Entry €82.50 · Close 21 Oct 2026 €81.50
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
- 84 shares@ €74.500.012% mcap4.0% of flowShareXetraISIN DE000A168205BAFIN:40010064-521cccbbca8bCanonical exit: 23 Nov 2026 (T+90)
- 330 shares@ €74.000.045% mcap10.7% of flowShareXETRAISIN DE000A168205BAFIN:40002549-b3e999694f8eCanonical exit: 22 Nov 2026 (T+90)
- 276.155 shares@ €70.880.035% mcap12.5% of flowShareXETRAISIN DE000A168205BAFIN:40002549-5a510992ef81Canonical exit: 19 Aug 2026 (T+90)
- 57 shares@ €71.002.6% of flowDerivativeXETRAISIN DE000A168205BAFIN:40002549-fb455d846675Canonical exit: 5 Aug 2026 (T+90)
- 5,000 shares@ €81.0017.3% of flowShareISIN DE000A168205BAFIN:40002549-7352fa63af70Canonical exit: 29 Apr 2026 (T+90)
- 1,580 shares@ €80.0080.9% of flowShareISIN DE000A168205BAFIN:40002549-0e15fd1a7d94
- 17,012 shares@ €114.14100.0% of flowShareISIN DE000A168205BAFIN:40002549-7abb3ee1964b
- 17,012 shares@ €114.1482.7% of flowShareISIN DE000A168205BAFIN:40002549-38847dd47fbeCanonical exit: 6 Jan 2026 (T+90)
- 1,159.934 shares@ €84.6643.0% of flowShareXETRAISIN DE000A168205BAFIN:40002549-a91d1c04db24Canonical exit: 28 Aug 2025 (T+90)
- 1,330 shares@ €79.5046.3% of flowShareXETRAISIN DE000A168205BAFIN:40002549Canonical exit: 19 Aug 2025 (T+90)
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About Shareholder Value Beteiligungen AG
Shareholder Value Beteiligungen AG is a German listed investment company focused on a disciplined value-investing approach to small and mid-cap equities in Europe. The shares trade on Xetra/Frankfurt (DAX/MDAX/SDAX) and the company is headquartered in Germany, in Frankfurt am Main. Its core activity is the deployment of proprietary capital into publicly listed companies, with a primary objective of growing intrinsic value over time through a combination of capital appreciation and dividend income. In other words, the company behaves more like an active investment holding vehicle than an operating industrial business.
The company’s roots go back to the investment culture that emerged around the R 3000 stock club, whose origins date to 1980. Shareholder Value Beteiligungen AG itself was founded in 2001 as an investment vehicle and later listed on the stock market. This historical background matters because it explains the firm’s long-term orientation, fundamental discipline, and strong focus on absolute returns rather than index-relative positioning. Portfolio advice is provided by Shareholder Value Management AG, which is closely associated with the group’s investment tradition and analytical framework.
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Strategically, the portfolio is concentrated primarily in listed small-cap companies in Germany, Austria, Switzerland and, more broadly, Europe. The company also invests in special situations, including corporate events and other valuation-driven opportunities. Its competitive edge lies in deep fundamental research, patience, and the ability to identify businesses that trade below intrinsic value or where catalysts can unlock hidden value. This makes the stock relevant for investors seeking exposure to a concentrated, style-driven capital allocation platform rather than a diversified asset manager.
Recent developments underline this profile. In September 2024, the company completed the disposal of a large block in SMT Scharf, a transaction connected to a change of control at the target level. In 2025, management published regular intrinsic-value updates, showing year-to-date progress in NAV-style value metrics, supported by the performance of holdings such as secunet Security Networks, FamiCord and a newly added position in SDI PLC. The company also announced in February 2025 that Frank Fischer stepped down from the management board, marking a transition toward a more internally built management structure. For market participants, another relevant aspect is that the company and its management are subject to Germany’s regulatory disclosure framework, including MAR Article 19 director-dealing notifications to BaFin, which is standard for a listed issuer on the German market.
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