BRC Group Holdings, Inc. filed a Form 13F reporting its institutional holdings. The report lists 21 holdings with an Information Table value total of $456,231,566, and the filing was signed by Bryant R. Riley on 05-15-2026.
The filing is a standard quarterly holdings disclosure by an institutional investment manager and lists the total market value and number of reported positions; it does not itself describe trades, performance, or strategy.
BRC Group Holdings, Inc. filed a Form 13F reporting its institutional holdings. The report lists 21 holdings with an Information Table value total of $456,231,566, and the filing was signed by Bryant R. Riley on 05-15-2026.
The filing is a standard quarterly holdings disclosure by an institutional investment manager and lists the total market value and number of reported positions; it does not itself describe trades, performance, or strategy.
BRC Group Holdings, Inc. executive Alan N. Forman, EVP, General Counsel and Secretary, reported open-market sales of a total of 100,000 shares of BRC Group common stock. The sales occurred in two transactions on May 13 and May 14.
He sold 20,555 shares at a weighted average price of $8.5805 per share and 79,445 shares at a weighted average price of $8.5634 per share, with prices in multiple lots ranging roughly between $8.40 and $9.26. After these sales, he directly holds 37,827 common shares.
BRC Group Holdings, Inc. executive Alan N. Forman, EVP, General Counsel and Secretary, reported open-market sales of a total of 100,000 shares of BRC Group common stock. The sales occurred in two transactions on May 13 and May 14.
He sold 20,555 shares at a weighted average price of $8.5805 per share and 79,445 shares at a weighted average price of $8.5634 per share, with prices in multiple lots ranging roughly between $8.40 and $9.26. After these sales, he directly holds 37,827 common shares.
BRC Group Holdings, Inc. affiliate filed an amended Form 144/A reporting proposed sales of Common Stock by an affiliate. The filing lists multiple previously vested restricted stock unit grants with discrete grant/vesting dates and share counts (examples include 27,231 shares vested 12/15/2020 and 21,532 shares vested 02/08/2023). The cover data shows 100,000 and 905,000.00 (currency) and an NASDAQ listing entry with an 05/13/2026 reference. The filing identifies Alan N. Forman as a selling affiliate and reports sales during the past three months of 3,741 shares for $27,047.43.
BRC Group Holdings, Inc. affiliate filed an amended Form 144/A reporting proposed sales of Common Stock by an affiliate. The filing lists multiple previously vested restricted stock unit grants with discrete grant/vesting dates and share counts (examples include 27,231 shares vested 12/15/2020 and 21,532 shares vested 02/08/2023). The cover data shows 100,000 and 905,000.00 (currency) and an NASDAQ listing entry with an 05/13/2026 reference. The filing identifies Alan N. Forman as a selling affiliate and reports sales during the past three months of 3,741 shares for $27,047.43.
BRC Group Holdings Inc. submitted a notice of proposed sale of 100,000 shares of Common Stock via NewEdge Securities LLC.
Aggregate offering consideration is listed as $905,000.00. Shares outstanding were 37,130,592 as of 05/13/2026 (contextual baseline).
BRC Group Holdings Inc. submitted a notice of proposed sale of 100,000 shares of Common Stock via NewEdge Securities LLC.
Aggregate offering consideration is listed as $905,000.00. Shares outstanding were 37,130,592 as of 05/13/2026 (contextual baseline).
BRC Group Holdings, Inc. reported net income of $222.2 million for the quarter ended March 31, 2026, compared with a net loss of $16.6 million a year earlier. Revenue rose to $352.1 million from $186.1 million, helped by $145.1 million of net trading gains and $105.1 million of realized and unrealized investment gains. Operating expenses fell to $199.1 million from $247.5 million, turning operating income to $152.9 million from a loss. The company used gains and cash to reduce senior notes payable, net, to $1.17 billion from $1.30 billion and fully redeemed $96.0 million of 5.50% senior notes due 2026. It also exchanged $36.1 million of various senior notes for 4.55 million common shares, which, along with earnings, moved total equity from a deficit of $120.3 million at December 31, 2025 to positive equity of $136.3 million at March 31, 2026.
BRC Group Holdings, Inc. reported net income of $222.2 million for the quarter ended March 31, 2026, compared with a net loss of $16.6 million a year earlier. Revenue rose to $352.1 million from $186.1 million, helped by $145.1 million of net trading gains and $105.1 million of realized and unrealized investment gains. Operating expenses fell to $199.1 million from $247.5 million, turning operating income to $152.9 million from a loss. The company used gains and cash to reduce senior notes payable, net, to $1.17 billion from $1.30 billion and fully redeemed $96.0 million of 5.50% senior notes due 2026. It also exchanged $36.1 million of various senior notes for 4.55 million common shares, which, along with earnings, moved total equity from a deficit of $120.3 million at December 31, 2025 to positive equity of $136.3 million at March 31, 2026.
BRC Group Holdings, Inc. reported a sharp turnaround in first quarter 2026, with net income available to common shareholders of $211.3 million and total revenues of $352.1 million, compared with a loss and $186.1 million of revenues a year earlier. Basic EPS rose to $6.62 from $(0.39), reflecting strong trading gains and lower operating expenses.
Adjusted EBITDA reached $262.2 million and Operating Adjusted EBITDA was $34.6 million, both improving from losses in 2025. The company reduced total debt to $1.30 billion and Net Debt to $372.4 million, while securities and other investments owned increased to $639.7 million.
Capital Markets segment revenues jumped to $172.1 million with segment income of $137.2 million, and Wealth Management generated $52.2 million of revenue and $16.0 million of income, with $11.9 billion of client assets under management. BRC plans to repurchase minority shares of B. Riley Securities and merge it with B. Riley Wealth, targeting completion by year-end.
BRC Group Holdings, Inc. reported a sharp turnaround in first quarter 2026, with net income available to common shareholders of $211.3 million and total revenues of $352.1 million, compared with a loss and $186.1 million of revenues a year earlier. Basic EPS rose to $6.62 from $(0.39), reflecting strong trading gains and lower operating expenses.
Adjusted EBITDA reached $262.2 million and Operating Adjusted EBITDA was $34.6 million, both improving from losses in 2025. The company reduced total debt to $1.30 billion and Net Debt to $372.4 million, while securities and other investments owned increased to $639.7 million.
Capital Markets segment revenues jumped to $172.1 million with segment income of $137.2 million, and Wealth Management generated $52.2 million of revenue and $16.0 million of income, with $11.9 billion of client assets under management. BRC plans to repurchase minority shares of B. Riley Securities and merge it with B. Riley Wealth, targeting completion by year-end.
BRC Group Holdings, Inc. reported a Schedule 13G showing that Daniel Asher and DBA Trading, LLC together hold 2,297,246 ordinary shares, representing 6.54% of the class as reported on 04/15/2026. The filing states shared voting and dispositive power of 2,297,246 shares for each reporting person and includes a joint filing agreement and trade activity exhibit.
BRC Group Holdings, Inc. reported a Schedule 13G showing that Daniel Asher and DBA Trading, LLC together hold 2,297,246 ordinary shares, representing 6.54% of the class as reported on 04/15/2026. The filing states shared voting and dispositive power of 2,297,246 shares for each reporting person and includes a joint filing agreement and trade activity exhibit.
BRC Group Holdings, Inc. director and Co-CEO Bryant R. Riley reported a tax-withholding disposition of common stock tied to RSU vesting. On April 13, 2026, 17,059 shares of common stock were withheld by the company and remitted to cover taxes at $7.23 per share in connection with restricted stock units granted on February 24, 2023 and March 4, 2024.
Following this tax payment, Riley directly or jointly held 6,769,728 common shares. The filing also notes indirect holdings through multiple Uniform Transfer to Minors Act custodial accounts for his children and through the B. Riley Financial, Inc. 401(k) Profit Sharing Plan FBO Bryant Riley, for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
BRC Group Holdings, Inc. director and Co-CEO Bryant R. Riley reported a tax-withholding disposition of common stock tied to RSU vesting. On April 13, 2026, 17,059 shares of common stock were withheld by the company and remitted to cover taxes at $7.23 per share in connection with restricted stock units granted on February 24, 2023 and March 4, 2024.
Following this tax payment, Riley directly or jointly held 6,769,728 common shares. The filing also notes indirect holdings through multiple Uniform Transfer to Minors Act custodial accounts for his children and through the B. Riley Financial, Inc. 401(k) Profit Sharing Plan FBO Bryant Riley, for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
BRC Group Holdings, Inc. Senior Vice President and Chief Accounting Officer Howard Weitzman had 4,861 shares of common stock withheld on April 13, 2026 to cover taxes due on the vesting of previously granted Restricted Stock Units. This was a tax-withholding transaction, not an open-market sale.
After this withholding, Weitzman directly owns 53,710 shares of BRC Group Holdings common stock and indirectly holds 7,500 shares through a self-directed 401(k) plan, showing he retains a meaningful equity stake in the company.
BRC Group Holdings, Inc. Senior Vice President and Chief Accounting Officer Howard Weitzman had 4,861 shares of common stock withheld on April 13, 2026 to cover taxes due on the vesting of previously granted Restricted Stock Units. This was a tax-withholding transaction, not an open-market sale.
After this withholding, Weitzman directly owns 53,710 shares of BRC Group Holdings common stock and indirectly holds 7,500 shares through a self-directed 401(k) plan, showing he retains a meaningful equity stake in the company.
BRC Group Holdings Co-CEO Thomas J. Kelleher reported a tax-related share disposition in company stock. On April 13, 2026, 22,440 shares of common stock were withheld by the company at $7.23 per share to cover taxes due on vesting of Restricted Stock Units granted in February 2023 and March 2024. This was not an open-market sale. After this withholding, Kelleher held 70,541 shares directly, plus additional indirect holdings including 902,288 shares in a family trust, 34,118 shares in a self-directed IRA, and further shares held with dispositive power for his wife and daughters.
BRC Group Holdings Co-CEO Thomas J. Kelleher reported a tax-related share disposition in company stock. On April 13, 2026, 22,440 shares of common stock were withheld by the company at $7.23 per share to cover taxes due on vesting of Restricted Stock Units granted in February 2023 and March 2024. This was not an open-market sale. After this withholding, Kelleher held 70,541 shares directly, plus additional indirect holdings including 902,288 shares in a family trust, 34,118 shares in a self-directed IRA, and further shares held with dispositive power for his wife and daughters.