13F Insight
DOSSIER · 13F-HR · Q1 2026

Bruce & Co., Inc.

$350M in tracked AUM across 41 positions as of Q1 2026.

B&
CIK 0001358331 · last filed Mar 31, 2026
Total AUM
$350M
as of Q1 2026
Holdings
41
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Bruce & Co., Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
302571104
Nextera Energy
$28M300K8.0%02
ABBV
Abbvie
$27M123K7.6%03
ALL
Allstate
$26M126K7.3%04
N00985106
AerCap Holdings
$25M184K7.2%05
589331107
Merck
$23M193K6.6%06
UHAL/B
Uhaul B
$20M452K5.8%07
DUK
Duke Energy
$19M146K5.5%08
T
AT & T
$15M523K4.3%09
XEL
XCEL Energy
$15M185K4.2%10
CMS
CMS Energy
$12M156K3.5%

Filing history

2026Q1Mar 31
$350M▲ 8.4%
41 positionsView →2025Q4Dec 31
$323M▼ 0.1%
39 positionsView →2025Q3Sep 30
$323M▲ 4.7%
39 positionsView →2025Q2Jun 30
$308M▼ 1.1%
41 positionsLocked2025Q1Mar 31
$312M▲ 0.1%
42 positionsLocked2024Q4Dec 31
$311M▼ 9.4%
41 positionsLocked2024Q3Sep 30
$344M▲ 13.0%
41 positionsLocked2024Q2Jun 30
$304M▲ 0.8%
40 positionsLocked2024Q1Mar 31
$301M▲ 5.2%
39 positionsLocked2023Q4Dec 31
$287M▼ 2.3%
37 positionsLocked2023Q3Sep 30
$293M▼ 17.7%
38 positionsLocked2023Q2Jun 30
$356M▼ 2.8%
37 positionsLocked
Showing 12 of 80