Among active 13F managers last quarter, 3 opened and 4 added, while none reduced or exited; the largest holder to move was JCP Investment Management, LLC (+77%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
21 tracked 13F filers disclose a position in BRN as of the latest SEC 13F filings, a combined $2.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JCP Investment Management, LLC | 725K | $732K | ▲+77% Added · +315K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 363K | $367K | ▼−6.5% Reduced · −25K sh | Q2 2026 | |
| 3 | Renaissance Technologies LLC | 324K | $350K | ▲+9.4% Added · +28K sh | Q1 2026 | |
| 4 | Accretive Wealth Partners, LLC | 124K | $125K | ▼−3.4% Reduced · −4K sh | Q2 2026 | |
| 5 | CWA Asset Management Group, LLC | 100K | $101K | ▲New +100K sh | Q2 2026 | |
| 6 | Aspen Grove Capital, LLC | 90K | $91K | ▲+13% Added · +10K sh | Q2 2026 | |
| 7 | Bridgeway Capital Management, LLC | 85K | $86K | —Held | Q2 2026 | |
| 8 | BlackRock, Inc. | 68K | $69K | —Held | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 52K | $53K | ▼−37% Reduced · −31K sh | Q2 2026 | |
| 10 | Empowered Funds, LLC | 50K | $54K | ▲New +50K sh | Q1 2026 | |
| 11 | Jane Street Group, LLC | 36K | $38K | ▲New +36K sh | Q1 2026 | |
| 12 | Dimensional Fund Advisors LP | 35K | $38K | ▼−35% Reduced · −19K sh | Q1 2026 | |
| 13 | Vanguard Fiduciary Trust Co | 31K | $31K | —Held | Q2 2026 | |
| 14 | XTX Topco Ltd | 23K | $24K | ▲+21% Added · +4K sh | Q1 2026 | |
| 15 | LPL Financial LLC | 16K | $17K | —Held | Q1 2026 | |
| 16 | Rangeley Capital, LLC | 15K | $15K | ▲New +15K sh | Q2 2026 | |
| 17 | State Street Corp | 14K | $14K | —Held | Q2 2026 | |
| 18 | Northern Trust Corp | 11K | $11K | —Held | Q1 2026 | |
| 19 | Morgan Stanley | 503 | $544 | —Held | Q1 2026 | |
| 20 | Royal Bank Of Canada | 142 | $0 | ▲+26% Added · +29 sh | Q1 2026 | |
| 21 | SBI Securities Co., Ltd. | 1 | $1 | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in BRN and 4 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| McDonald's CorpMCD | 8 funds | $242.8M |
| Berkshire Hathaway Inc-CL BBRK/B | 8 funds | $194.4M |
| Nvidia CorpNVDA | 7 funds | $1.7B |
| Apple IncAAPL | 7 funds | $1.6B |
| Palantir Technologies Inc-APLTR | 7 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 7 funds | $656.6M |
| Chevron CorpCVX | 7 funds | $622.5M |
| Broadcom IncAVGO | 7 funds | $563.3M |
| Microsoft CorpMSFT | 7 funds | $501.1M |
| Meta Platforms Inc-Class AMETA | 7 funds | $420.9M |
| JPMorgan Chase & CoJPM | 7 funds | $417.4M |
| Unitedhealth Group IncUNH | 7 funds | $389.0M |
Ranked by how many of BRN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BRN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 26, 2026 | Horowitz Joshua | Director | Buy (P) | 4K | $5K |
| Dec 3, 2025 | Sherwood Ned L | 10% Owner | Sell (S) | 132K | $145K |
| Dec 2, 2025 | Sherwood Ned L | 10% Owner | Sell (S) 2 lots, same day | 188K | $216K |
| Nov 24, 2025 | Horowitz Joshua | Director | Buy (P) 2 lots, same day | 60K | $66K |
| Nov 24, 2025 | Grossman Kenneth S | Director | Buy (P) | 60K | $66K |
| Nov 24, 2025 | Patman Philip F Jr | Executive VP - Finance, Director | Buy (P) | 44K | $48K |
| Jan 17, 2025 | Hopkins Craig Douglas | Chief Executive Officer | Buy (P) | 10K | $17K |
| Aug 29, 2024 | Hopkins Craig Douglas | President and CEO | Buy (P) | 5K | $13K |
| Aug 28, 2024 | Hopkins Craig Douglas | President and CEO | Buy (P) | 5K | $12K |
| Aug 23, 2024 | Horowitz Joshua | Director | Buy (P) | 10K | $23K |
| Aug 21, 2024 | Horowitz Joshua | Director | Buy (P) | 7K | $16K |
| May 31, 2024 | Sherwood Ned L | 10% Owner | Buy (P) | 24K | $69K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 5 | 4 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BRN
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BRN/capital-change-brief"
Use Arkolith's capital_change_brief for BRN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for BRN. Filings are public domain, sourced to SEC EDGAR.