QV Investors Inc. BAM — BROOKFIELD ASSET MANAGE-CL A

Ownership history in QV Investors Inc.  ·  22 quarters on record

AI Ownership Summary

QV Investors Inc. reported BROOKFIELD ASSET MANAGE-CL A (BAM) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.45% in 2023 Q4. The latest visible filing shows BAM at 1.07% 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 BAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was QV Investors Inc.'s position in BROOKFIELD ASSET MANAGE-CL A, 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

BAM was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.45% in 2023 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.

BAM stock page QV Investors Inc. fund profile QV Investors Inc. full holdings
How QV Investors Inc. held BAM — position size vs. price
% of Fund (quarterly)    BAM 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 REDUCED 7.2% -14.3% ✅ 249,744 -19,314 -7.2% 1.07% $13.1M 2026-01-20 $49.98
2025 Q3 REDUCED 21.5% -5.6% ✅ 269,058 -73,623 -21.5% 1.33% $15.3M 2025-10-30 $52.67
2025 Q2 REDUCED 15.9% +6.2% ❌ 342,681 -64,935 -15.9% 1.86% $18.9M 2025-07-31 $60.08
2025 Q1 REDUCED — — — 407,616 -7,149 -1.7% 1.99% $19.7M 2025-04-09 $45.45
2024 Q4 REDUCED 25.3% -9.9% ✅ 414,765 -140,546 -25.3% 2.32% $22.5M 2025-01-13 $49.84
2024 Q3 REDUCED — — — 555,311 -1,546 -0.3% 2.32% $26.3M 2024-10-15 $46.37
2024 Q2 REDUCED — — — 556,857 -5,305 -0.9% 1.99% $21.2M 2024-07-16 $39.80
2024 Q1 REDUCED 16.6% -9.9% ✅ 562,162 -111,698 -16.6% 2.05% $23.6M 2024-04-22 $36.51
2023 Q4 REDUCED — — — 673,860 -13,504 -2.0% 2.45% $27.2M 2024-01-24 $36.64
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BAM

As of 2026 Q1 — sorted by position size

BROOKFIELD Corp /ON/ 3Y 7Y 71.44% Partners Value Investments L.P. 3Y 7Y 14.07% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 6.01% Broad Run Investment Management, LLC 3Y 7Y 4.73% GFI Investment Counsel Ltd. 3Y 7Y 3.36% America First Investment Advisors, LLC 3Y 7Y 2.36% NICOLA WEALTH MANAGEMENT LTD. 3Y 7Y 2.31% Timelo Investment Management Inc. 3Y 2.28% INTACT INVESTMENT MANAGEMENT INC. 3Y 7Y 2.1% WEST BANCORPORATION INC 3Y 2.06%

FAQ About QV Investors Inc. and BAM

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

How long has QV Investors Inc. reported owning BAM?

QV Investors Inc. reported BAM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BAM position in QV Investors Inc.'s portfolio?

The largest reported portfolio weight for BAM was 2.45% in 2023 Q4.

What is the latest reported BAM position on this page?

The most recent filing on this page is 2025 Q4, when QV Investors Inc. reported 249,744 shares, equal to 1.07% of portfolio, with an estimated market value of $13.1M.

What does the chart on this BAM ownership page compare?

The chart compares QV Investors Inc.'s quarterly BAM 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 QV Investors Inc. time their BAM position?

Based on 13F filing dates vs. subsequent BAM price moves, QV Investors Inc. correctly timed 5 out of 11 reported position changes (45%).

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