AVGO β€” BROADCOM INC

Ownership history in NatWest Group plc  Β·  16 quarters on record

This page tracks every 13F SEC filing in which NatWest Group plc reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
4.33% (2025 Q4)
πŸ“Š Avg. % of fund
2.99%
πŸ“… First filed
2022 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
16

Position Intelligence

NatWest Group plc Γ— AVGO AI Analytics

πŸ“ˆ NatWest Group plc outperformed the S&P 500 by +56.6% annually on this AVGO position. Timing score: 60% (9/15 decisions correct). Average cost basis: $198.78. Maximum drawdown during holding period: –28.3%.

πŸ“ˆ Position Alpha vs SPY
+56.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 56.6% per year on this position.
11 quarters analyzed

⏱️ Timing Score
60%

βœ… Decent timing β€” more right than wrong on entries and exits.
9 of 15 add/trim decisions correct

πŸ’° Entry Quality
$198.78
+73.7% vs current ($345.38)

Best entry: $42.01 (2022 Q3)  Β·  Worst: $345.38 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–28.3%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
75%
buy-side decisions

12 adds Β· 4 trims. Bought during 4 of 4 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ NatWest Group plc has been actively increasing its AVGO allocation β€” a bullish signal from insiders.
Currently 4.33% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AVGO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 53,797 +868 +1.6% 4.33% $18.6M $345.38
2025 Q3 ADDED 52,929 +179 +0.3% 4.32% $17.5M $328.59
2025 Q2 ADDED 52,750 +25,534 +93.8% 4.30% $14.5M $274.08
2025 Q1 ADDED 27,216 +568 +2.1% 1.34% $4.6M $166.08
2024 Q4 ADDED 26,648 +1,693 +6.8% 1.83% $6.2M $229.28
2024 Q3 ADDED 24,955 +19,386 +348.1% 1.27% $4.3M $170.14
2024 Q2 ADDED 5,569 +344 +6.6% 3.06% $8.9M $157.84
2024 Q1 REDUCED 5,225 -3,073 -37.0% 2.67% $6.9M $129.89
2023 Q4 ADDED 8,298 +631 +8.2% 3.87% $9.3M $108.93
2023 Q3 ADDED 7,667 +283 +3.8% 3.32% $6.4M $80.68
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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