BRC Group Holdings Inc. (rily 5 12/31/26)Preferred / convertible

13F holders, Q4 2025 (December 31)
1holders
0new positions
0sold out
$20.21avg. 13F price*

At the end of Q4 2025, 1 institutions reported holding BRC Group Holdings Inc. (rily 5 12/31/26) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Lanark Financial, Inc. ($97K).

Company
BRC Group Holdings Inc. (rily 5 12/31/26)
Filed as
BRILEYFINANCIALINC (Q4 2025)
CUSIP
05580M793
Latest filing quarter
Q1 2026

History

Number of 13F holders

01 Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 1 holders

Lanark Financial, Inc. — No change 4,801 $97K

"% of holder's portfolio" is BRC GROUP HOLDINGS INC (RILY 5 12/31/26)'s weight in each manager's 13F, not the share of BRC Group Holdings Inc. (rily 5 12/31/26) the manager owns.