Patriot Financial Group Insurance Agency, LLC
InsurancePosition in ARCC — Ares Capital Corp
CIK 1694883
Westborough, MA
Position in ARCC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$282,082
-$187,050 QoQ
Shares Held
15,223
-41.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#519
of 781 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $8,524,096 across 17 Asset Management names. ARCC ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
348,260 | $1,737,817 | |
| 2 | BLK |
BlackRock, Inc.
|
1,146 | $1,101,947 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
82,090 | $1,067,990 | |
| 4 | TROW |
Price T Rowe Group Inc
|
8,722 | $991,604 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
25,466 | $474,686 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,004 | $460,595 | |
| 7 | BX |
Blackstone Inc.
|
3,563 | $419,258 | |
| 8 | JRI |
Nuveen Real Asset Income & Growth Fund
|
23,241 | $301,203 |
All Filings in ARCC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,082 | 15,223 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $469,132 | 26,034 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $252,409 | 12,477 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $252,900 | 12,391 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $281,549 | 12,821 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $299,160 | 13,500 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $289,451 | 13,223 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $268,723 | 12,833 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $328,876 | 15,781 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $319,920 | 15,366 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $309,082 | 15,431 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $279,569 | 14,359 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $293,706 | 15,631 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $252,509 | 13,821 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $236,360 | 12,797 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $206,408 | 12,228 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $27,000 | 12,645 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $281,169 | 13,421 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $281,021 | 13,262 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $259,126 | 12,746 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $237,430 | 12,120 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $221,750 | 11,852 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $144,274 | 8,542 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $102,895 | 7,376 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $89,156 | 6,170 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $12,936 | 1,200 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||