Bollard Group LLC Portfolio Holdings

Bollard Group LLC

  • $4.37 Billion
  • Q2 2025

Bollard Group LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.37 Billion distributed in 295 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Boston Scientific Corp with a value of $2.16B, Eli Lilly & CO with a value of $196M, Amazon Com Inc with a value of $171M, Spdr S&P 500 ETF Tr Call Optio with a value of $158M, and Microsoft Corp with a value of $157M.

Examining the 13F form we can see an increase of $566M in the current position value, from $3.81B to 4.37B. Also it can be appreciated an additional of 26 stocks purchases and 1 closed positions.

Bollard Group LLC is based out at Boston, MA

Below you can find more details about Bollard Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.37 Billion
Healthcare: $2.44 Billion
Technology: $367 Million
Energy: $294 Million
Consumer Cyclical: $203 Million
Utilities: $191 Million
Industrials: $175 Million
Financial Services: $159 Million
Communication Services: $145 Million
Other: $228 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.87B
$25.3 Million 0.58% of portfolio
121,000
Q2 2025 New
$3.32B
$1.16 Million 0.03% of portfolio
34,277
Q2 2025 New
$3.98B
$1.51 Million 0.03% of portfolio
26,947
Q2 2025 Added 5.93%
$6.95B
$1.43 Million 0.03% of portfolio
16,924
Q2 2025 New
$9.04B
$840,000 0.02% of portfolio
4,974
Q2 2025 New
$3.83B
$810,000 0.02% of portfolio
36,516
Q2 2025 Reduced 61.82%
$6.58B
$835,000 0.02% of portfolio
15,819
Q2 2025 Added 4.57%
$2.54B
$459,000 0.01% of portfolio
44,140
Q1 2023 New
$3.05B
$227,000 0.01% of portfolio
3,613
Q2 2025 Added 2.06%
$2.43B
$1,000 0.0% of portfolio
20
Q2 2025 Reduced 99.63%
$6.02B
$1,000 0.0% of portfolio
25
Q3 2023 New
$4.56B
$0 0.0% of portfolio
16
Q2 2022 Reduced 98.57%
$4.67B
$5,000 0.0% of portfolio
47
Q2 2025 Added 2.17%
$6.88B
$23,000 0.0% of portfolio
611
Q4 2022 Added 0.16%
$2.54B
$9,000 0.0% of portfolio
200
Q4 2022 New
$3.55B
$77,000 0.0% of portfolio
1,662
Q2 2025 Added 5.79%
$7.03B
$80,000 0.0% of portfolio
479
Q2 2025 Added 5.97%
$8.26B
$9,000 0.0% of portfolio
621
Q2 2025 Added 5.08%
$6.17B
$2,000 0.0% of portfolio
45
Q2 2025 New
$7.33B
$21,000 0.0% of portfolio
967
Q2 2025 New
$5.06B
$158,000 0.0% of portfolio
3,667
Q2 2025 Added 5.89%
$2.87B
$11,000 0.0% of portfolio
225
Q2 2025 Added 0.45%
$4.49B
$91,000 0.0% of portfolio
1,647
Q2 2025 Added 5.78%
$6.5B
$16,000 0.0% of portfolio
327
Q2 2025 Added 0.62%
$2.84B
$6,000 0.0% of portfolio
169
Q3 2022 Reduced 99.32%
$4.11B
$105,000 0.0% of portfolio
1,454
Q2 2025 Added 5.9%
$2.3B
$2,000 0.0% of portfolio
184
Q4 2023 Reduced 24.9%
$3.68B
$32,000 0.0% of portfolio
240
Q2 2022 Reduced 79.31%
$5B
$0 0.0% of portfolio
0
Q2 2025 Sold Out
$2.64B
$124,000 0.0% of portfolio
2,218
Q2 2025 Added 5.37%

Summary

  • Portfolio
  • No. of Stocks 295
  • Current Value $4.37 Billion
  • Prior Value $3.81 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 197 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 19 stocks
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