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Kirr Marbach & Co’s Brookfield Asset Management BAM Stock Holding History

Kirr Marbach & Co’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.88M Buy
64,246
+5,388
+9% +$254K 0.49% 41
2026
Q1 		$2.62M Buy
58,858
+7,362
+14% +$360K 0.48% 41
2025
Q4 		$2.7M Buy
51,496
+15,855
+44% +$852K 0.52% 40
2025
Q3 		$2.03M Sell
35,641
-8
-0% -$476 0.37% 41
2025
Q2 		$1.97M Buy
35,649
+249
+0.7% +$13.4K 0.39% 41
2025
Q1 		$1.72M Buy
35,400
+203
+0.6% +$11.1K 0.4% 40
2024
Q4 		$1.91M Sell
35,197
-496
-1% -$26.8K 0.41% 42
2024
Q3 		$1.69M Sell
35,693
-20
-0.1% -$838 0.38% 41
2024
Q2 		$1.36M Buy
35,713
+3,544
+11% +$139K 0.33% 41
2024
Q1 		$1.35M Sell
32,169
-473
-1% -$19.1K 0.33% 40
2023
Q4 		$1.31M Sell
32,642
-579
-2% -$19.6K 0.34% 40
2023
Q3 		$1.11M Sell
33,221
-89
-0.3% -$3K 0.31% 41
2023
Q2 		$1.09M Buy
33,310
+990
+3% +$31.8K 0.3% 42
2023
Q1 		$1.06M Buy
32,320
+421
+1% +$13.7K 0.33% 41
2022
Q4 		$915K Buy
+31,899
New +$960K 0.29% 42

Other funds holding BAM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Kirr Marbach & Co's BAM Position: Q2 2026 in Review

Kirr Marbach & Co increased its Brookfield Asset Management (BAM) stake by 9.2% in Q2 2026, buying an estimated $254K and bringing the position to 64,246 shares worth $2.88M. The position accounts for 0.49% of the portfolio, ranked #41.

Kirr Marbach & Co first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. 221 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Kirr Marbach & Co held 64,246 shares of Brookfield Asset Management worth $2.88M as of Q2 2026.
  • Kirr Marbach & Co bought 5,388 Brookfield Asset Management shares in Q2 2026, an estimated $254K.
  • Brookfield Asset Management made up 0.49% of Kirr Marbach & Co's portfolio in Q2 2026, its #41 holding.
  • Kirr Marbach & Co first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • 221 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Kirr Marbach & Co's 13F filing for Q2 2026, filed 14 Jul 2026.