Kovitz Investment Group Partners
BRW

Kovitz Investment Group Partners’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Kovitz Investment Group Partners’s Portfolio BRW Stock Details BRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,323,938
Closed -$18.1M – 557
2025
Q3 		$18.1M Sell
2,323,938
-423,020
-15% -$3.48M 0.07% 231
2025
Q2 		$22.1M Sell
2,746,958
-10,918
-0.4% -$83K 0.09% 186
2025
Q1 		$21.4M Buy
2,757,876
+199,693
+8% +$1.56M 0.11% 160
2024
Q4 		$19.5M Buy
2,558,183
+86,736
+4% +$660K 0.1% 177
2024
Q3 		$18.7M Buy
+2,471,447
New +$18M 0.13% 141
2021
Q3 		– Sell
-13,117
Closed -$124K – 432
2021
Q2 		$124K Buy
+13,117
New +$122K ﹤0.01% 419
2019
Q4 		– Sell
-39,001
Closed -$367K – 367
2019
Q3 		$367K Hold
39,001
– – 0.01% 331
2019
Q2 		$371K Hold
39,001
– – 0.01% 321
2019
Q1 		$373K Sell
39,001
-147
-0.4% -$1.39K 0.01% 325
2018
Q4 		$352K Sell
39,148
-1,250
-3% -$11.9K 0.01% 232
2018
Q3 		$402K Sell
40,398
-785
-2% -$7.82K 0.02% 118
2018
Q2 		$414K Hold
41,183
– – 0.02% 119
2018
Q1 		$429K Sell
41,183
-3,045
-7% -$31.3K 0.02% 118
2017
Q4 		$448 Sell
44,228
-450
-1% -$4.61K 0.02% 123
2017
Q3 		$467K Hold
44,678
– – 0.02% 118
2017
Q2 		$481K Hold
44,678
– – 0.03% 119
2017
Q1 		$483K Hold
44,678
– – 0.03% 100
2016
Q4 		$495K Hold
44,678
– – 0.03% 89
2016
Q3 		$472K Sell
44,678
-602
-1% -$6.27K 0.03% 99
2016
Q2 		$464K Buy
45,280
+4,100
+10% +$41.5K 0.03% 100
2016
Q1 		$415K Buy
+41,180
New +$397K 0.02% 109

Other funds holding BRW

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SMA
Seven Mile Advisory Ewing, New Jersey $139M AUM 26.01% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kovitz Investment Group Partners's BRW Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Saba Capital Income & Opportunities Fund (BRW) in Q4 2025, closing a stake of 2,323,938 shares — an estimated $18.1M sold.

Kovitz Investment Group Partners first reported a position in BRW in Q1 2016 and held it in 21 quarters. The position peaked at $22.1M in Q2 2025. 102 funds tracked by Wall St. Rank hold BRW as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Saba Capital Income & Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,323,938 Saba Capital Income & Opportunities Fund shares in Q4 2025, an estimated $18.1M.
  • Kovitz Investment Group Partners first reported a position in Saba Capital Income & Opportunities Fund in Q1 2016 and held it in 21 quarters.
  • Kovitz Investment Group Partners's Saba Capital Income & Opportunities Fund position peaked at $22.1M in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.