BDVG IM GLOBAL PARTNER FUNDS
FollowIMGP BERKSHIRE (fund)
11 managers (11 13F filers) reported a position in BDVG shares at 2026-06-30, 637,874 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 2
- Added
- 4
- Reduced
- 4
- Sold out
- 1
- Shares held by filers
- 637,874
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP | 233,615 | $3.33M | <0.01% | new | 13F-HRTimelineGroup |
| Waverly Advisors, LLC | 162,745 | $2.32M | 0.01% | +6,064 | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 85,191 | $1.22M | <0.01% | -2,733 | 13F-HR/ATimeline |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 59,582 | $850K | 0.03% | 0 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 45,375 | $647K | <0.01% | +30,132 | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 14,474 | $206K | <0.01% | +790 | 13F-HRTimelineGroup |
| Orion Porfolio Solutions, LLC | 14,141 | $202K | <0.01% | -3,764 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 11,873 | $169K | <0.01% | -2,615 | 13F-HRTimelineGroup |
| Aptus Capital Advisors, LLC | 8,597 | $123K | <0.01% | +34 | 13F-HRTimeline |
| Arax Advisory Partners | 1,528 | $21.8K | <0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 753 | $10.7K | <0.01% | -266 | 13F-HRTimelineGroup |