Bessemer Group

Bessemer Group’s Badger Meter BMI Stock Holding History

Bessemer Group’s Portfolio BMI Stock Details BMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.7M	Sell	136,066 -30,341	-18%	-$4.76M	0.03%	281
2025 Q4	$29M	Buy	166,407 +20,624	+14%	+$3.71M	0.04%	239
2025 Q3	$26M	Buy	145,783 +75,415	+107%	+$14.8M	0.04%	238
2025 Q2	$17.2M	Buy	70,368 +70,290	+90,115%	+$15.9M	0.03%	270
2025 Q1	$15K	Sell	78 -69	-47%	-$14.4K	﹤0.01%	1621
2024 Q4	$31K	Buy	147 +91	+163%	+$19.8K	﹤0.01%	1375
2024 Q3	$12K	Buy	56 +38	+211%	+$7.62K	﹤0.01%	1612
2024 Q2	$3K	Sell	18 -474	-96%	-$86.5K	﹤0.01%	1817
2024 Q1	$80K	Buy	492 +474	+2,633%	+$72.8K	﹤0.01%	1212
2023 Q4	$3K	Sell	18 -16	-47%	-$2.33K	﹤0.01%	1881
2023 Q3	$5K	Buy	34 +11	+48%	+$1.74K	﹤0.01%	1728
2023 Q2	$3K	Buy	+23	New	+$3.17K	﹤0.01%	1923
2023 Q1	–	Sell	-125	Closed	-$14K	–	1932
2022 Q4	$14K	Buy	+125	New	+$13.6K	﹤0.01%	1373
2016 Q4	–	Sell	-288	Closed	-$10K	–	1945
2016 Q3	$10K	Buy	+288	New	+$9.95K	﹤0.01%	1518
2016 Q1	–	Sell	-150,000	Closed	-$4.39M	–	1488
2015 Q4	$4.39M	Hold	150,000	–	–	0.02%	279
2015 Q3	$4.36M	Buy	+150,000	New	+$4.44M	0.02%	273

Other funds holding BMI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return