BDVG IM GLOBAL PARTNER FUNDS
FollowIMGP BERKSHIRE (fund)
9 managers (9 13F filers) reported a position in BDVG shares at 2025-12-31, 379,842 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 5
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 379,842
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 |
|---|---|---|---|---|---|
| Waverly Advisors, LLC | 183,903 | $2.36M | 0.02% | -2,032 | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 85,837 | $1.1M | <0.01% | +4,937 | 13F-HRTimeline |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 47,916 | $614K | 0.03% | 0 | 13F-HRTimeline |
| Orion Porfolio Solutions, LLC | 19,591 | $251K | <0.01% | +272 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 19,549 | $251K | <0.01% | +1,063 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 14,488 | $186K | <0.01% | +967 | 13F-HRTimelineGroup |
| Aptus Capital Advisors, LLC | 8,535 | $109K | <0.01% | +38 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 20 | $256 | <0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 3 | $38 | <0.01% | -4,105 | 13F-HRTimelineGroup |