Bridge City Capital, LLC BMRC Bank of Marin Bancorp

Ownership history in Bridge City Capital, LLC  ·  9 quarters on record

AI Ownership Summary

Bridge City Capital, LLC reported Bank of Marin Bancorp (BMRC) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows BMRC at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BMRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bridge City Capital, LLC's position in Bank of Marin Bancorp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BMRC was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bridge City Capital, LLC held BMRC — position size vs. price
% of Fund (quarterly)    BMRC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 16,422 +3,856 +30.7% 0.13% $427K 2026-02-14 (Est.) $27.24
2025 Q3 UNCHANGED 12,566 0% 0.08% $305K 2025-11-12 $25.82
2025 Q2 REDUCED 12,566 -321 -2.5% 0.08% $287K 2025-08-13 $22.97
2025 Q1 REDUCED 12,887 -428 -3.2% 0.09% $284K 2025-04-14 $19.10
2024 Q4 ADDED 13,315 +26 +0.2% 0.08% $316K 2025-02-11 $23.99
2024 Q3 UNCHANGED 13,289 0% 0.07% $267K 2024-11-14 $25.24
2024 Q2 ADDED 13,289 +1,792 +15.6% 0.07% $215K 2024-08-13 $17.27
2024 Q1 ADDED 11,497 +1,747 +17.9% 0.07% $193K 2024-04-12 $13.69
2023 Q4 INITIATED 9,750 0.08% $215K 2024-02-13 $15.32

FAQ About Bridge City Capital, LLC and BMRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bridge City Capital, LLC reported owning BMRC?

Bridge City Capital, LLC reported BMRC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BMRC position in Bridge City Capital, LLC's portfolio?

The largest reported portfolio weight for BMRC was 0.13% in 2025 Q4.

What is the latest reported BMRC position on this page?

The most recent filing on this page is 2025 Q4, when Bridge City Capital, LLC reported 16,422 shares, equal to 0.13% of portfolio, with an estimated market value of $427K.

What does the chart on this BMRC ownership page compare?

The chart compares Bridge City Capital, LLC's quarterly BMRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bridge City Capital, LLC time their BMRC position?

Based on 13F filing dates vs. subsequent BMRC price moves, Bridge City Capital, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on BMRC relative to SPY over the holding period was +12.1%.

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