Skip to content

BASV ADVISORS INNER CIRCLE FD III

Follow

BROWN ADVISORY (fund)

7 managers (7 13F filers) reported a position in BASV shares at 2026-06-30, 12,834,037 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
7
13F filers
7
New
5
Added
1
Reduced
0
Sold out
2
Shares held by filers
12,834,037

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BROWN ADVISORY INCin group BROWN ADVISORY INC12,642,157$389M0.6%+821,98413F-HRTimelineGroup
OLD MISSION CAPITAL LLC150,000$4.62M0.12%new13F-HRTimeline
Quantinno Capital Management LP20,537$633K<0.01%new13F-HRTimeline
TRED AVON FAMILY WEALTH, LLC13,843$427K0.13%013F-HRTimeline
HB Wealth Management, LLC6,980$215K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO419$12.9K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY101$3.11K<0.01%new13F-HRTimelineGroup