Brookfield Asset Management shares owned by Schwartz Investment Counsel
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Schwartz Investment Counsel
from 13F filings
Historical chart of Schwartz Investment Counsel investment in Brookfield Asset Management
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Quarterly reported holdings in Brookfield Asset Management by Schwartz Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 70k | 56.94 |
| 2025-06-30 | $402k | 7.3k | 55.28 |
| 2025-03-31 | $12M | 237k | 48.45 |
| 2024-12-31 | $13M | 237k | 54.19 |
| 2024-09-30 | $17M | 362k | 47.29 |
| 2024-06-30 | $21M | 562k | 38.05 |
| 2024-03-31 | $24M | 562k | 42.02 |
| 2023-12-31 | $23M | 562k | 40.17 |
| 2023-09-30 | $33M | 987k | 33.34 |
| 2023-06-30 | $38M | 1.2M | 32.63 |
| 2023-03-31 | $38M | 1.2M | 32.72 |
| 2022-12-31 | $10M | 357k | 28.67 |
More positions owned by Schwartz Investment Counsel
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