Chuck Royce's RILY Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 11,622 shares of BRC Group Holdings, Inc. (RILY) worth $85,073, representing 0.00% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 32 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in RILY, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 255,914 shares. Largest reduction occurred in Q1 2024, reducing 699,864 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's BRC Group Holdings (RILY) Holding Value Over Time
Track share changes against reported price movement
Quarterly BRC Group Holdings (RILY) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +11,622 | New Buy | 11,622 | $7.32 |
| Q4 2024 | -44,633 | Sold Out | 0 | $0.00 |
| Q1 2024 | -699,864 | Reduce 94.00% | 44,633 | $21.17 |
| Q4 2023 | +170,700 | Add 29.75% | 744,497 | $20.99 |
| Q3 2023 | +4,565 | Add 0.80% | 573,797 | $40.99 |
| Q2 2023 | +36,400 | Add 6.83% | 569,232 | $45.98 |
| Q1 2023 | -42,005 | Reduce 7.31% | 532,832 | $28.39 |
| Q4 2022 | +90,747 | Add 18.75% | 574,837 | $34.20 |
| Q3 2022 | -32,249 | Reduce 6.25% | 484,090 | $44.52 |
| Q2 2022 | +87,648 | Add 20.45% | 516,339 | $42.25 |
| Q1 2022 | +56,802 | Add 15.27% | 428,691 | $69.96 |
| Q4 2021 | -29,878 | Reduce 7.44% | 371,889 | $88.86 |
| Q3 2021 | -87,298 | Reduce 17.85% | 401,767 | $59.04 |
| Q2 2021 | -293,589 | Reduce 37.51% | 489,065 | $75.50 |
| Q1 2021 | -118,900 | Reduce 13.19% | 782,654 | $56.38 |
| Q4 2020 | -3,738 | Reduce 0.41% | 901,554 | $44.22 |
| Q3 2020 | +14,000 | Add 1.57% | 905,292 | $25.06 |
| Q2 2020 | +32,908 | Add 3.83% | 891,292 | $21.76 |
| Q1 2020 | +71,348 | Add 9.07% | 858,384 | $18.42 |
| Q4 2019 | -9,091 | Reduce 1.14% | 787,036 | $25.18 |
| Q3 2019 | -5,780 | Reduce 0.72% | 796,127 | $23.62 |
| Q2 2019 | -10,700 | Reduce 1.32% | 801,907 | $20.86 |
| Q1 2019 | -400 | Reduce 0.05% | 812,607 | $16.69 |
| Q4 2018 | +32,855 | Add 4.21% | 813,007 | $14.20 |
| Q3 2018 | +37,700 | Add 5.08% | 780,152 | $22.65 |
| Q2 2018 | +189,457 | Add 34.26% | 742,452 | $22.55 |
| Q1 2018 | +25,500 | Add 4.83% | 552,995 | $19.50 |
| Q4 2017 | +247,955 | Add 88.70% | 527,495 | $18.10 |
| Q3 2017 | +255,914 | Add 1083.19% | 279,540 | $17.05 |
| Q2 2017 | +23,626 | New Buy | 23,626 | $18.54 |
Chuck Royce's BRC Group Holdings Investment FAQs
Chuck Royce first purchased BRC Group Holdings, Inc. (RILY) in Q2 2017, acquiring 23,626 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 BRC Group Holdings, Inc. (RILY) for 32 quarters since Q2 2017.
Chuck Royce's largest addition to BRC Group Holdings, Inc. (RILY) was in Q3 2017, adding 279,540 shares worth $4.77 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 11,622 shares of BRC Group Holdings, Inc. (RILY), valued at approximately $85,073.
As of the Q1 2026 filing, BRC Group Holdings, Inc. (RILY) represents approximately 0.00% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in BRC Group Holdings, Inc. (RILY) was 905,292 shares, as reported at the end of Q3 2020.