Bruce & Co., Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $240 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $28.9M, Allstate Corp with a value of $24.7M, Duke Energy Corp with a value of $22.6M, Cms Energy Corp with a value of $21.9M, and At&T Inc. with a value of $21.6M.

Examining the 13F form we can see an increase of $35.7M in the current position value, from $205M to 240M.

Bruce & Co., Inc. is based out at Chicago, IL

Below you can find more details about Bruce & Co., Inc. portfolio as well as his latest detailed transactions.

Portfolio value $240 Million
Healthcare: $68.5 Million
Utilities: $65.5 Million
Financial Services: $28.2 Million
Industrials: $24.1 Million
Communication Services: $23.1 Million
Consumer Defensive: $13.4 Million
Technology: $12.2 Million
Basic Materials: $5.35 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $240 Million
  • Prior Value $205 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Bruce & Co., Inc. Portfolio

Follow Bruce & Co., Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bruce & Co., Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bruce & Co., Inc. with notifications on news.