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RILY · Brc Group Holdings, Inc.

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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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RILY

Name: BRC Group Holdings, Inc. (RILY) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

BRC Group Holdings, Inc.

FINANCIAL SERVICES · INVESTMENT ADVICE · CIK 0001464790

SEC FILINGS☆ WATCH

INSIDER NET · 180D

-$2.6M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

114

13F, latest reported quarter

REVENUE GROWTH

-20.0%

XBRL, annual

NET MARGIN

39.0%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$2.6M over 180 days

-$1.8M over 90 days · -$1.8M of it by a 10%+ holder

below 60% of Financial Services

CONGRESS

no member of Congress has reported trading it

FUNDS

114 funds added or opened last quarter

more than 64% of Financial Services

REVENUE

-20.0% year over year

below 82% of Financial Services

MARGIN

39.0% net margin

more than 85% of Financial Services

BUYBACKS

no share repurchases reported

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

114 funds added or opened positions in the latest 13F quarter, of 193 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +28.8%

+28.8%12M

INSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows a net $2.6M sold by insiders over 180 days, 114 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

MSTR COIN MORN UPST IBKR CACC ARES HOOD RKT SCHW DAVE GS

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, BRC Group Holdings, Inc. insiders sold a net $2.6M of stock across 118 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

RILEY BRYANT R

Chairman and Co-CEO

SELL

2026-06-16

195,492.0

$1.8M

Forman Alan N

EVP, General Counsel, Sec

SELL

2026-05-14

79,445.0

$680.0K

Forman Alan N

EVP, General Counsel, Sec

SELL

2026-05-13

20,555.0

$176.4K

KELLEHER THOMAS J /ADV

Co-CEO

BUY

2023-12-15

20,000.0

$404.4K

D Agostino Robert P

Director

BUY

2023-11-17

5,000.0

$106.2K

118 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 113 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

EQUITEC PROPRIETARY MARKETS, LLC

3,397,611.0 sh

$27.3M

DBA TRADING, LLC

3,227,869.0 sh

$23.6M

BlackRock, Inc.

7,886,234.0 sh

$20.8M

Engaged Capital LLC

13,935,560.0 sh

$15.5M

VANGUARD CAPITAL MANAGEMENT LLC

4,818,683.0 sh

$13.0M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Leader Capital Short Term High Yield Bond Fund

$1.5M POSITION · AS OF 2026-04-30

0.8%

Royce Quant Small-Cap Quality Value ETF

$85.1K POSITION · AS OF 2026-03-31

0.4%

Ultra-Small Company Market Fund

$292.8K POSITION · AS OF 2026-03-31

0.2%

JNL/Morningstar PitchBook Listed Private Equity Index Fund

$26.3K POSITION · AS OF 2026-03-31

0.2%

Federated Hermes MDT Small Cap Growth Fund

$1.1M POSITION · AS OF 2026-04-30

0.1%

PIMCO RAE US Small Fund

$3.0M POSITION · AS OF 2026-03-31

0.1%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$789.0M	$986.0M	$1.1B	$825.6M
OPERATING INCOME	$75.6M	$-497.5M	$96.1M	$29.9M
NET INCOME	$307.0M	$-764.0M	$-100.0M	$-159.8M
EPS (DILUTED)	9.80	-25.46	-3.69	-5.95
OPERATING CASH FLOW	$-59.7M	$263.6M	$24.5M	$6.7M
CASH	$226.6M	$146.9M	$222.7M	$268.6M
LONG-TERM DEBT	$1.4B	—	—	—
BUYBACKS	—	$0	$69.5M	$6.5M
DIVIDENDS PAID	$0	$33.7M	$141.1M	$119.5M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE