M&G Plc AVGO — BROADCOM INC

Ownership history in M&G Plc  ·  11 quarters on record

AI Ownership Summary

M&G Plc reported BROADCOM INC (AVGO) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 3.2% in 2026 Q3. The latest visible filing shows AVGO at 3.20% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in BROADCOM INC, 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
2026 Q3

AVGO was reported at 3.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.2% in 2026 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

AVGO stock page M&G Plc fund profile M&G Plc full holdings
How M&G Plc held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,812,692 +206,349 +12.8% 3.20% $636.3M 2026-11-04 $325.48
2026 Q2 ADDED — — — 1,606,343 +418,350 +35.2% 3.02% $607.2M 2026-08-06 $419.81
2026 Q1 ADDED — — — 1,187,993 +395,812 +50.0% 1.90% $368.3M 2026-05-13 $415.38
2025 Q4 ADDED — — — 792,181 +376,961 +90.8% 1.41% $274.1M 2026-02-12 $329.35
2025 Q3 REDUCED 65.5% +6.1% ❌ 415,220 -787,809 -65.5% 0.73% $137.0M 2025-11-07 $346.85
2025 Q2 REDUCED 31.1% +19.2% ❌ 1,203,029 -543,238 -31.1% 1.83% $332.0M 2025-08-08 $302.20
2025 Q1 REDUCED 11.6% +65.0% ❌ 1,746,267 -228,808 -11.6% 1.40% $291.6M 2025-05-13 $229.77
2024 Q4 REDUCED 36.1% -27.6% ✅ 1,975,075 -1,117,736 -36.1% 2.83% $458.2M 2025-02-11 $231.66
2024 Q3 ADDED — — — 3,092,811 +2,745,447 +790.4% 1.93% $535.1M 2024-10-31 $166.88
2024 Q2 REDUCED 21.8% +7.8% ❌ 347,364 -97,000 -21.8% 2.20% $557.9M 2024-07-16 $165.95
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVGO

As of 2026 Q3 — sorted by position size

Milestone Resources Group Ltd 3Y 7Y 28.6% Haven Capital Group, Inc. 19.14% Integrated Financial Solutions, Inc. 14.17% Cincinnati Specialty Underwriters Insurance CO 3Y 7Y 13.46% Investment Insight Wealth Management, LLC 12.78% Garton & Associates Financial Advisors LLC 12.13% Carmel Capital Management L.L.C. 3Y 11.59% PATHWAY WEALTH MANAGEMENT LLC 10.52% Glass Wealth Management Co LLC 10.03% Eleva Capital SAS 9.93%

FAQ About M&G Plc and AVGO

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

How long has M&G Plc reported owning AVGO?

M&G Plc reported AVGO across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported AVGO position in M&G Plc's portfolio?

The largest reported portfolio weight for AVGO was 3.20% in 2026 Q3.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q3, when M&G Plc reported 1,812,692 shares, equal to 3.20% of portfolio, with an estimated market value of $636.3M.

What does the chart on this AVGO ownership page compare?

The chart compares M&G Plc's quarterly AVGO 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 M&G Plc time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, M&G Plc correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on AVGO relative to SPY over the holding period was +22.3%.

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