BAM in the 13F filings
Brookfield Asset Managmt LTD · CUSIP 113004105
- Quarter end
- 30 Sep 2026
- the date the book describes
- Filed
- 30 Oct 2026
- up to 45 days after the quarter end
- Managers listing it
- 1
- at least, of 95 tracked, among listed positions
- Comparable managers
- 5
- filed both Q2 2026 and Q3 2026; 1 listed it in both
- Shares listed
- 2,173,953
- combined, among listed positions
- Reported value
- $97m
- combined, at the quarter end
Among the 5 comparable managers: 0 buyers (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares was -20,000.
Managers listing BAM in Q3 2026
1 of 1 holder
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Markel Group Inc | 2,173,953 | $97m | 0.75% | Trimmed | -20,000 | 30 Oct 2026 (the filing on sec.gov) |
What managers have written about BAM
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Bruce Flatt's March 2020 update to Brookfield shareholders · Brookfield Asset Management · 23 Mar 2020 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
No increase among listed positions.
Reductions
- Markel Group Incexisting position · 2,173,953 shares now-20,000
New positions and exits
New (0)
No new position among listed positions.
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2022 | 5 | $373m | n.a. | n.a. |
| Q1 2023 | 5 | $784m | n.a. | n.a. |
| Q2 2023 | 6 | $1.4bn | n.a. | n.a. |
| Q3 2023 | 5 | $1.6bn | n.a. | n.a. |
| Q4 2023 | 8 | $2.1bn | 5 | 2 |
| Q1 2024 | 6 | $2.3bn | 2 | 4 |
| Q2 2024 | 6 | $2.1bn | 3 | 3 |
| Q3 2024 | 5 | $2.6bn | 2 | 2 |
| Q4 2024 | 6 | $2.9bn | 2 | 3 |
| Q1 2025 | 12 | $2.7bn | 8 | 3 |
| Q2 2025 | 8 | $2.4bn | 2 | 6 |
| Q3 2025 | 5 | $2.4bn | 2 | 2 |
| Q4 2025 | 5 | $1.6bn | 10 | 14 |
| Q1 2026 | 7 | $1.1bn | 13 | 12 |
| Q2 2026 | 5 | $1.1bn | 11 | 14 |
| Q3 2026 | 1 | $97m | 0 | 1 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
BAM and V →BAM and AXP →BAM and BAC →Choose a stock to compare with BAM →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own BAM, latest filings →Back to the 13F Explorer →