SEC 13F Intelligence

Bruni J V & Co /Co / AMG

Bruni J V & Co /Co’s Affiliated Managers Group Position

Does Bruni J V & Co /Co own Affiliated Managers Group (AMG)? Yes249.8K shares worth $69M (+7.22% of its 13F portfolio) as of Q1 2026, down from 252.1K shares the prior filed quarter.

Position Value
$69M
Q1 2026
Shares
249.8K
% of Portfolio
+7.22%
Quarters Held
30
currently held

Position History AMG

Reported value by quarter
Q4 ’18: $27MQ4 ’18Q1 ’19: $30MQ2 ’19: $25MQ3 ’19: $23MQ4 ’19: $23MQ4 ’19Q1 ’20: $16MQ2 ’20: $25MQ3 ’20: $22MQ4 ’20: $33MQ4 ’20Q1 ’21: $48MQ2 ’21: $48MQ3 ’21: $47MQ4 ’21: $51MQ4 ’21Q1 ’22: $44MQ2 ’22: $37MQ3 ’22: $35MQ4 ’22: $50MQ4 ’22Q1 ’23: $45MQ2 ’23: $47MQ3 ’23: $41MQ4 ’23: $47MQ4 ’23Q1 ’24: $52MQ2 ’24: $48MQ3 ’24: $54MQ4 ’24: $56MQ4 ’24Q1 ’25: $50MQ2 ’25: $58MQ3 ’25: $61MQ4 ’25: $73MQ4 ’25Q1 ’26: $69Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026249.8K$69M+7.22%
Q4 2025252.1K$73M+7.14%
Q3 2025255.0K$61M+6.14%
Q2 2025293.7K$58M+6.08%
Q1 2025297.6K$50M+5.81%
Q4 2024301.8K$56M+6.32%
Q3 2024302.9K$54M+6.00%
Q2 2024307.4K$48M+5.98%
Q1 2024308.8K$52M+6.14%
Q4 2023312.3K$47M+5.87%
Q3 2023314.3K$41M+5.76%
Q2 2023313.6K$47M+6.24%
Q1 2023313.8K$45M+6.19%
Q4 2022315.8K$50M+7.02%
Q3 2022314.7K$35M+5.53%
Q2 2022314.6K$37M+5.51%
Q1 2022314.0K$44M+5.56%
Q4 2021312.0K$51M+6.33%
Q3 2021310.9K$47M+6.14%
Q2 2021312.2K$48M+6.10%
Q1 2021321.9K$48M+6.10%
Q4 2020321.8K$33M+5.02%
Q3 2020324.5K$22M+4.42%
Q2 2020330.9K$25M+5.28%
Q1 2020277.2K$16M+4.21%
Q4 2019274.2K$23M+3.98%
Q3 2019274.5K$23M+4.13%
Q2 2019275.0K$25M+4.48%
Q1 2019276.3K$30M+5.37%
Q4 2018273.3K$27M+5.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bruni J V & Co /Co’s full portfolio or all institutional holders of AMG.