BRC Group Holdings Inc. (rily 5.25 08/31/28)Preferred / convertible

13F holders, Q2 2025 (June 30)
2holders +1
1new positions
0sold out
$6.34avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding BRC Group Holdings Inc. (rily 5.25 08/31/28) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Iat Reinsurance Co. LTD. ($888K) and Lanark Financial, Inc. ($8K).

Company
BRC Group Holdings Inc. (rily 5.25 08/31/28)
Filed as
B RILEY FINANCIAL INC - CALLABLE (Q2 2025)
CUSIP
05580M819
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$8K
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 1,300 shares bought, net +1,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Iat Reinsurance Co. LTD. — No change 140,000 $888K
Lanark Financial, Inc. — New 1,300 $8K

"% of holder's portfolio" is BRC GROUP HOLDINGS INC (RILY 5.25 08/31/28)'s weight in each manager's 13F, not the share of BRC Group Holdings Inc. (rily 5.25 08/31/28) the manager owns.