Chuck Royce's BMI Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 6,882 shares of Badger Meter, Inc. (BMI) worth $1.2 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in BMI, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 42,000 shares. Largest reduction occurred in Q1 2020, reducing 144,135 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Badger Meter (BMI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Badger Meter (BMI) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +383 | Add 5.89% | 6,882 | $174.41 |
| Q1 2025 | +2,018 | Add 45.03% | 6,499 | $190.25 |
| Q4 2024 | +1,782 | Add 66.02% | 4,481 | $212.12 |
| Q3 2024 | +2,699 | New Buy | 2,699 | $218.41 |
| Q3 2023 | -3,625 | Sold Out | 0 | $0.00 |
| Q2 2023 | -4,963 | Reduce 57.79% | 3,625 | $147.56 |
| Q1 2023 | -1,585 | Reduce 15.58% | 8,588 | $121.82 |
| Q4 2022 | +4,684 | Add 85.33% | 10,173 | $109.03 |
| Q3 2022 | +5,489 | New Buy | 5,489 | $92.37 |
| Q3 2021 | -2,169 | Sold Out | 0 | $0.00 |
| Q2 2021 | -709 | Reduce 24.64% | 2,169 | $98.20 |
| Q1 2021 | -74,022 | Reduce 96.26% | 2,878 | $93.12 |
| Q4 2020 | -3,860 | Reduce 4.78% | 76,900 | $94.06 |
| Q1 2020 | -144,135 | Reduce 64.09% | 80,760 | $53.60 |
| Q4 2019 | -9,468 | Reduce 4.04% | 224,895 | $64.93 |
| Q3 2019 | -11,429 | Reduce 4.65% | 234,363 | $53.70 |
| Q2 2019 | +266 | Add 0.11% | 245,792 | $59.69 |
| Q1 2019 | -34,900 | Reduce 12.45% | 245,526 | $55.64 |
| Q4 2018 | -37,172 | Reduce 11.70% | 280,426 | $49.21 |
| Q3 2018 | -20,470 | Reduce 6.05% | 317,598 | $52.95 |
| Q2 2018 | -14,100 | Reduce 4.00% | 338,068 | $44.70 |
| Q1 2018 | -55,500 | Reduce 13.61% | 352,168 | $47.15 |
| Q4 2017 | -47,360 | Reduce 10.41% | 407,668 | $47.80 |
| Q1 2016 | -76,800 | Reduce 14.44% | 455,028 | $33.26 |
| Q4 2015 | -25,200 | Reduce 4.52% | 531,828 | $29.30 |
| Q3 2015 | +29,800 | Add 5.65% | 557,028 | $29.03 |
| Q1 2015 | -19,800 | Reduce 3.62% | 527,228 | $29.97 |
| Q4 2014 | -42,000 | Reduce 7.13% | 547,028 | $29.67 |
| Q4 2013 | +42,000 | Add 7.68% | 589,028 | $27.25 |
| Q2 2013 | +547,028 | Add 0.00% | 547,028 | $22.27 |
Chuck Royce's Badger Meter Investment FAQs
Chuck Royce first purchased Badger Meter, Inc. (BMI) in Q2 2013, acquiring 547,028 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Badger Meter, Inc. (BMI) for 45 quarters since Q2 2013.
Chuck Royce's largest addition to Badger Meter, Inc. (BMI) was in Q2 2013, adding 547,028 shares worth $12.18 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 6,882 shares of Badger Meter, Inc. (BMI), valued at approximately $1.2 M.
As of the Q4 2025 filing, Badger Meter, Inc. (BMI) represents approximately 0.01% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Badger Meter, Inc. (BMI) was 589,028 shares, as reported at the end of Q4 2013.