Patriot Financial Group Insurance Agency, LLC
InsurancePosition in BBDC — Barings BDC, Inc.
CIK 1694883
Westborough, MA
Position in BBDC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$318,616
+$140,800 QoQ
Shares Held
38,714
+99.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Patriot Financial Group Insurance Agency, LLC holds $19,179,242 across 31 Asset Management names. BBDC ranks #18 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
739,204 | $3,769,940 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
177,214 | $2,943,524 | |
| 3 | BLK |
BlackRock, Inc.
|
2,248 | $2,161,924 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,008 | $892,355 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
51,232 | $823,298 | |
| 6 | BX |
Blackstone Inc.
|
6,572 | $755,714 | |
| 7 | GLO |
Clough Global Opportunities Fund
|
110,204 | $613,836 | |
| 8 | CEE |
Central & Eastern Europe Fund, Inc.
|
31,768 | $581,354 |
All Filings in BBDC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,616 | 38,714 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $177,816 | 19,370 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $194,358 | 22,187 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $200,120 | 21,895 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $444,573 | 46,601 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $214,836 | 22,449 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $224,655 | 22,924 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $220,569 | 22,669 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $208,543 | 22,424 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $194,791 | 22,703 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $211,648 | 23,754 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $215,647 | 27,506 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $216,317 | 27,244 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $255,641 | 31,367 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $259,876 | 31,424 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $349,367 | 37,526 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $391,265 | 37,840 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||