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BRC Group Holdings, Inc. (RILY) stock

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NASDAQ: RILY Nasdaq Investment Banking & Brokerage Next results ~November 5, 2026

BRC Group Holdings, Inc. is a US-listed company in the investment banking & brokerage industry. Its financial year ends in December.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 2 selling0 purchases and 3 sales by directors and officers, last 12 monthsInsider trades
  • Funds59 adding, 31 cuttingOf 23 active managers that changed their stake, 14 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter BRC Group Holdings files

Where BRC stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $1.15bn, up 49.9% on a year earlier, faster than the 42.4% growth a quarter earlier. The diluted share count is up 8.0% on a year earlier, which dilutes existing holders.

Our model value for BRC Group Holdings is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 5, 2026 (estimated)

BRC Group Holdings, Inc.'s trailing-twelve-month revenue grew 49.9% year on year, with a free-cash-flow margin of -1.6%.

Current signal Operating margin expanding: TTM operating margin reached 27.7%, up 66.8pp year over year.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • Fast growth. Revenue grew 49.9% over the last 12 months.
  • Growth speeding up. The growth rate is 7.5 points higher than a quarter earlier.
  • High operating margin. 27.7% of revenue is left as operating profit.
  • Margins widening. Operating margin is up 66.8 points on a year ago.

Things to watch

  • Burning cash. Free cash flow was -1.6% of revenue over the last 12 months.
  • Share dilution. Diluted shares rose 8.0% in a year.
  • Volatile shares. Over the past year the shares showed annualised volatility of 98% and a beta of 2.3 against the S&P 500.
  • Weak cash conversion. Free cash flow was -5% of net income over the last 12 months.
  • Heavily shorted. 24.7% of the shares available to trade are sold short (7.6 days of average volume to cover).

Latest results: FY2026 Q2

Filed August 6, 2026
Revenue
$239m, up 6.1% on a year earlier
Share reaction
-3.1% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Next report
November 5, 2026

BRC Group Holdings' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-5.2%
  • 1 week-3.0%
  • 1 month-20.8%
  • This year-17.6%
  • 1 year-23.0%
  • 5 years-93.5%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.1B
Operating margin
27.7%
Net margin
35.9%
EPS (TTM, diluted)
$12.50

Growth

Revenue growth
+49.9%
Change in growth rate
+7.5 pts
Share count change
+8.0%

Earnings

Last results
August 6, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Leadership
  2. Deal
  3. Leadership
  4. Agreement
  5. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

No model value for BRC Group Holdings, Inc. at the moment. Current status: data-quality checks not passed. Available reported financials are shown below.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: data-quality checks not passed.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value BRC Group Holdings, Inc. as an asset manager, broker or exchange, with every model that fits that kind of business. Cost of equity 9%: the 10-year Treasury yield (4.9%) plus a beta of 0.9 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. ~$58 ~$120–$250 Left out: out of range vs price (14.96x)
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$19 ~$15–$26 Left out: out of range vs price (5.02x)
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: This model is withheld pending its input or assumption review.
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$0.4 ~$3.8–$16 Left out: out of range vs price (0.09x)
Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. — Does not apply: This model is withheld pending its input or assumption review.
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare BRC Group Holdings, Inc. with brokers, investment banks and exchanges in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

40 /100

Weak moat

How hard BRC Group Holdings's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 14 / 20

    Cash operating profit has been a median 10.8% of total assets over 9 years.

  • Durability 4 / 20

    Operating margin has been a median 15.5%; its worst year was -39.1%.

  • Discipline 9 / 20

    The diluted share count rose 50.8% over five years; stock-based pay has been a median 2.6% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (45 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 5, 2026, after the close.

Analysts' consensus

No analyst estimates are published for BRC Group Holdings, Inc.: too few analysts cover it.

Positioning

Short interest
24.7%
of tradable shares
Days to cover
7.61
at average volume
Short interest, 1 month
+11%
to October 15, 2026
Held by institutions
44%
of shares
Held by insiders
30.2%
of shares
Employees
1,380
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −23.0%

$5.00 on October 31, 2025 to $3.85

BRC Group Holdings, Inc.: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $765m $1.1bn +49.9%
P/S multiple 0.2x 0.1x −44.5%
Share count 31m 33m −7.4%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years −89.9%

$38.19 on November 3, 2023 to $3.85

BRC Group Holdings, Inc.: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $1.5bn $1.1bn −25.1%
Net margin 3.5% 35.9% +919.8%
P/E multiple 20.7x 0.3x −98.5%
Share count 29m 33m −11.5%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

BRC Group Holdings, Inc.: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 202120222023202420252026 to date
Return
RILY+141%−58%−31%−77%+2%−18%
Industry peers (median)+26%−18%+19%+45%+10%−16%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
RILY67%33%50%50%58%36%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
RILY−25%−61%−68%−89%−56%−64%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 3, 2015: 96% from December 29, 2021 to April 15, 2025. Getting back needed a 2414% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$3.72 – $10.68
From 52-week high
−64.0%
vs 50-day average
−30.5%
vs 200-day average
−47.2%
Volatility (1 year)
98%
Beta vs S&P 500
2.28

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±18.7%
After a week
7 up, 5 down
typical move ±18.0%
After a month
3 up, 9 down
typical move ±32.2%
BRC Group Holdings, Inc.: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 −3.1% +0.5% +1.8% −5.1%
May 7, 2026 −8.6% +0.5% +4.4% −3.7%
March 31, 2026 +0.7% +3.7% +10.3% +26.0%
January 29, 2026 −11.2% −0.5% −23.5% −29.9%
January 14, 2026 +27.7% −0.2% +34.3% −8.3%
December 15, 2025 +44.4% −0.4% +21.2% +139.9%
November 6, 2025 +8.1% −1.0% +3.4% −20.0%
August 13, 2025 +22.7% +0.4% +8.2% +10.3%
March 3, 2025 −18.0% −2.9% −30.2% −39.1%
November 13, 2024 −5.5% −0.6% −4.7% −0.8%
August 12, 2024 −57.4% +1.7% −67.5% −64.0%
May 15, 2024 −16.7% +1.0% −6.7% −38.9%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) BRC Group Holdings, Inc.
$500M $1B $1.5B $2B FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $1.6B Revenue (TTM), FY23 Q4: $1.5B Revenue (TTM), FY24 Q1: $1.4B Revenue (TTM), FY24 Q2: $1.2B Revenue (TTM), FY24 Q3: $1B Revenue (TTM), FY24 Q4: $907.6M Revenue (TTM), FY25 Q1: $796M Revenue (TTM), FY25 Q2: $765.3M Revenue (TTM), FY25 Q3: $867.8M Revenue (TTM), FY25 Q4: $967.6M Revenue (TTM), FY26 Q1: $1.1B Revenue (TTM), FY26 Q2: $1.1B $1.1B

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $1.6B
FY23 Q4 $1.5B
FY24 Q1 $1.4B
FY24 Q2 $1.2B
FY24 Q3 $1B
FY24 Q4 $907.6M
FY25 Q1 $796M
FY25 Q2 $765.3M
FY25 Q3 $867.8M
FY25 Q4 $967.6M
FY26 Q1 $1.1B
FY26 Q2 $1.1B
Revenue growth, TTM YoY BRC Group Holdings, Inc.
-50% 0% 50% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 44.1% Revenue growth, TTM YoY, FY23 Q4: 40.2% Revenue growth, TTM YoY, FY24 Q1: 9.1% Revenue growth, TTM YoY, FY24 Q2: -19.7% Revenue growth, TTM YoY, FY24 Q3: -34.2% Revenue growth, TTM YoY, FY24 Q4: -40.1% Revenue growth, TTM YoY, FY25 Q1: -42.4% Revenue growth, TTM YoY, FY25 Q2: -37.8% Revenue growth, TTM YoY, FY25 Q3: -16.8% Revenue growth, TTM YoY, FY25 Q4: 6.6% Revenue growth, TTM YoY, FY26 Q1: 42.4% Revenue growth, TTM YoY, FY26 Q2: 49.9% 49.9%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 44.1%
FY23 Q4 40.2%
FY24 Q1 9.1%
FY24 Q2 -19.7%
FY24 Q3 -34.2%
FY24 Q4 -40.1%
FY25 Q1 -42.4%
FY25 Q2 -37.8%
FY25 Q3 -16.8%
FY25 Q4 6.6%
FY26 Q1 42.4%
FY26 Q2 49.9%
Operating margin (TTM) BRC Group Holdings, Inc.
-100% -50% 0% 50% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: 10.7% Operating margin (TTM), FY23 Q4: 7.6% Operating margin (TTM), FY24 Q1: 1.0% Operating margin (TTM), FY24 Q2: -24.5% Operating margin (TTM), FY24 Q3: -36.1% Operating margin (TTM), FY24 Q4: -54.8% Operating margin (TTM), FY25 Q1: -68.2% Operating margin (TTM), FY25 Q2: -39.1% Operating margin (TTM), FY25 Q3: -17.5% Operating margin (TTM), FY25 Q4: 7.8% Operating margin (TTM), FY26 Q1: 25.6% Operating margin (TTM), FY26 Q2: 27.7% 27.7%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 10.7%
FY23 Q4 7.6%
FY24 Q1 1.0%
FY24 Q2 -24.5%
FY24 Q3 -36.1%
FY24 Q4 -54.8%
FY25 Q1 -68.2%
FY25 Q2 -39.1%
FY25 Q3 -17.5%
FY25 Q4 7.8%
FY26 Q1 25.6%
FY26 Q2 27.7%
FCF margin (TTM) BRC Group Holdings, Inc.
-20% 0% 20% 40% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 1.9% FCF margin (TTM), FY23 Q4: 1.1% FCF margin (TTM), FY24 Q1: 7.3% FCF margin (TTM), FY24 Q2: 15.1% FCF margin (TTM), FY24 Q3: 31.0% FCF margin (TTM), FY24 Q4: 28.2% FCF margin (TTM), FY25 Q1: 14.4% FCF margin (TTM), FY25 Q2: -2.7% FCF margin (TTM), FY25 Q3: -11.5% FCF margin (TTM), FY25 Q4: -7.3% FCF margin (TTM), FY26 Q1: -2.4% FCF margin (TTM), FY26 Q2: -1.6% -1.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 1.9%
FY23 Q4 1.1%
FY24 Q1 7.3%
FY24 Q2 15.1%
FY24 Q3 31.0%
FY24 Q4 28.2%
FY25 Q1 14.4%
FY25 Q2 -2.7%
FY25 Q3 -11.5%
FY25 Q4 -7.3%
FY26 Q1 -2.4%
FY26 Q2 -1.6%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

BRC Group Holdings, Inc.: annual financial statements
Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 83 42 64 84 76 77 113 190 322 423 652 834 1,555 939 1,466 746 968 1,147
Gross profit — — — — — 63 109 176 322 422 645 — 1,528 879 1,293 579 822 1,010
EBITDA 18 −11 8 8 5 −7 23 53 40 59 186 296 540 70 146 −452 111 349
Operating income 18 −11 7 7 4 −7 22 49 29 45 167 276 515 30 96 −498 76 317
Net income 17 −11 1 4 1 −6 12 22 12 16 82 205 445 −160 −100 −764 307 412
Diluted EPS $18.20 −$7.80 $0.40 $2.38 $0.71 −$0.60 $0.73 $1.17 $0.48 $0.58 $2.95 $7.56 $15.09 −$5.95 −$3.69 −$25.46 $9.80 $12.50
Growth (year on year)
Revenue — −49.5% +50.7% +32.1% −9.3% +1.3% +45.9% +69.2% +69.3% +31.3% +54.2% +27.9% +86.4% −39.6% +56.0% −49.1% +29.6% +49.9%
EBITDA — −159.1% — −1.1% −41.6% −244.1% — +131.3% −24.6% +48.0% +213.7% +59.2% +82.8% −87.1% +108.6% −410.4% — —
Operating income — −164.8% — +0.0% −44.9% −281.3% — +120.7% −40.8% +57.3% +267.2% +65.8% +86.2% −94.2% +221.6% −618.0% — —
Net income — −165.1% — — −70.0% — — +82.3% −46.3% +41.0% +400.8% +151.4% +116.9% −135.9% — — — —
Diluted EPS — −142.9% — — −70.2% — — +60.3% −59.0% +20.8% +408.6% +156.3% +99.6% −139.4% — — — —
Margins
Gross margin — — — — — 81.7% 97.3% 92.2% 99.9% 99.8% 98.8% — 98.3% 93.5% 88.2% 77.5% 85.0% 88.0%
EBITDA margin 21.8% −25.5% 12.8% 9.6% 6.2% −8.8% 20.4% 27.9% 12.4% 14.0% 28.5% 35.4% 34.8% 7.4% 9.9% −60.6% 11.4% 30.4%
Operating margin 21.0% −27.0% 11.7% 8.9% 5.4% −9.6% 19.6% 25.6% 9.0% 10.7% 25.6% 33.1% 33.1% 3.2% 6.6% −66.7% 7.8% 27.7%
Net margin 20.3% −26.2% 0.9% 4.2% 1.4% −7.5% 10.5% 11.3% 3.6% 3.9% 12.5% 24.6% 28.6% −17.0% −6.8% −102.4% 31.8% 35.9%
Free-cash-flow margin 21.6% −15.8% −3.6% 18.6% −4.8% −30.2% 27.9% 41.8% −25.6% −25.4% −4.7% 6.7% 3.2% 0.3% 1.1% 34.2% −7.3% −1.6%
Cash flow
Cash from operations 19 −6 −2 16 −2 −23 32 80 −82 −102 −27 58 51 7 25 264 −60 −14
Capital spending 1 1 0 1 1 0 0 1 1 5 3 2 1 4 8 8 11 4
Free cash flow 18 −7 −2 16 −4 −23 31 80 −83 −108 −31 56 50 3 17 256 −71 −19
Stock-based pay 4 4 0 0 0 — 2 3 10 13 16 19 36 61 45 19 14 9
Free cash flow after stock pay 15 −11 −3 16 −4 — 29 77 −93 −121 −47 37 14 −58 −28 237 −85 −28
Balance sheet
Cash 38 20 15 19 19 22 30 115 133 179 104 104 279 269 223 147 227 154
Total debt 0 66 65 62 57 7 3 29 208 467 697 880 1,687 1,740 669 1,547 1,434 147
Net debt (negative = net cash) −38 46 50 43 38 −15 −27 −87 75 288 593 777 1,408 1,471 446 1,400 1,208 −7
Diluted shares — 1m 1m 1m 1m 10m 16m 18m 24m 27m 28m 27m 29m 28m 29m 30m 31m 33m
Returned to shareholders
Dividends — — — — — 0 5 5 17 23 41 39 347 119 141 34 0 —
Buybacks — — — — — — — — — 19 4 48 3 7 69 0 — —
Total returned — — — — — 0 5 5 17 41 45 87 350 126 211 34 0 —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

Dividends (TTM)
$0
Diluted share count
+8.0%
year over year
Total shareholder yield
0.0%
dividends 0.0% + buybacks 0.0% of market value
Sales & admin spending
48.6%
of revenue
Days sales outstanding
20 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in investment banking & brokerage
Growth, margins and cash generation against peers
Last 12 months unless stated RILY XP PWP OPY PJT MRX Median
Revenue, last 12 months $1.1bn $1.4bn $776m $1.8bn $1.9bn $2.0bn $1.9bn
Revenue growth, last 12 months 49.9% 3.1% 2.5% 13.9% 22.9% 26.9% 20.8%
Revenue growth, 3-year average −9.2% — 7.8% 11.8% 20.0% — 15.3%
Revenue growth, latest quarter 6.1% — 52.7% −10.0% 19.5% — 16.7%
Operating margin 27.7% — 5.9% 7.2% — — −1.2%
Operating margin, 3-year average −12.0% — −1.3% 7.7% — — 8.6%
Net margin 35.9% 64.9% 4.3% 4.9% 10.6% 14.5% 6.0%
Cash from operations / revenue −1.3% 151.2% 13.9% 3.7% 37.8% 33.0% 6.8%
Free-cash-flow margin −1.6% 148.6% 13.1% 3.3% 35.1% 32.3% 4.9%
Free-cash-flow margin, 3-year average 3.6% 33.2% 15.9% −0.2% 33.0% — 16.3%
Stock pay / revenue 0.8% 4.9% 16.0% 4.8% 12.5% — 4.6%
Change in share count 8.0% −3.0% −12.9% −1.0% — 1.1% 1.5%

Median of all 41 companies we cover in investment banking & brokerage. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue YoY
Reportable Segments $872M ▼ 4.8%
Consumer Products $182M ▼ 10.4%
Lingo $164M ▼ 16.2%
Capital Markets $150M ▼ 15.0%
Wealth Management $136M ▼ 28.4%
Magic Jack $37.9M ▼ 11.5%
Marconi Wireless $34.8M ▼ 15.6%
UOL $13.1M ▼ 13.1%

These categories overlap or exclude eliminations, so shares aren't shown.

Products and services
Line of business Revenue YoY
Service and Fee Revenues $634M ▼ 19.1%
Services and Fees $634M ▼ 19.1%
Subscription Services $241M ▼ 15.2%
Sale of Goods $191M ▼ 13.4%
Sales of Goods $191M ▼ 13.4%
Wealth and Asset Management Fees $134M ▼ 27.6%
Corporate Finance Consulting and Investment Banking Fees $131M ▼ 15.4%
Trading Gains Losses On Investments $126M —
Advertising and Other $63.6M ▼ 41.7%
Commissions Fees and Reimbursed Expenses $28.4M ▼ 12.2%
Interest Income Loans $10.6M ▼ 80.5%
Interest Income Securities Lending $7M ▼ 90.1%
Fair Value Adjustment On Loans -$448,000 —

These categories overlap or exclude eliminations, so shares aren't shown.

Geography
Region Revenue Share YoY
North America $875M 90.5% ▲ 35.8%
Europe Middle East and Africa $52.2M 5.4% ▼ 5.9%
Asia $22.6M 2.3% ▼ 8.7%
Australia $9.9M 1.0% ▼ 19.5%
Latin America $7.5M 0.8% ▼ 20.5%

From BRC Group Holdings, Inc.'s 10-K filed March 31, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$137M
Institutions reporting
94
Shares held vs prior quarter
▲ 77.8%
Positions opened / closed
26 / 14

Top buyers and sellers, Q2 2026: 59 institutions bought and 31 sold ; the biggest buyer was Equitec Proprietary Markets, LLC (+3.4M shares) and the biggest seller Allianz Asset Management Gmbh (−590K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Equitec Proprietary Markets, LLC $27.3M 3.4M 19.9% New
Dba Trading, LLC $23.6M 3.2M 17.2% 0.0%
Blackrock, Inc. $13.9M 1.7M 10.2% ▲ 323.9%
First Eagle Investment Management, LLC $10.9M 1.4M 8.0% New
Vanguard Capital Management LLC $8.8M 1.1M 6.4% ▲ 37.6%
Charles Schwab Investment Management Inc $6.7M 831K 4.9% ▼ 19.7%
Geode Capital Management, LLC $5M 623K 3.7% ▲ 197.7%
Marshall Wace, LLP $3.6M 450K 2.6% New
Citadel Advisors LLC $3.2M 402K 2.4% ▲ 1171.4%
Federated Hermes, Inc. $2.7M 332K 1.9% ▲ 0.7%
State Street Corp $2.4M 294K 1.7% ▲ 255.3%
Renaissance Technologies LLC $2M 245K 1.4% ▼ 2.3%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not BRC Group Holdings, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
Riley Bryant R Chairman and Co-CEO June 16, 2026 Sell 195,492 $9.00 $1.8M
Forman Alan N EVP, General Counsel, Sec May 14, 2026 Sell 79,445 $8.56 $680,049
Forman Alan N EVP, General Counsel, Sec May 13, 2026 Sell 20,555 $8.58 $176,362

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

  • August 6, 2026
  • May 7, 2026
  • March 31, 2026
  • January 29, 2026
  • January 14, 2026
  • December 15, 2025

Recent SEC filings

Data status

When each part of this page on BRC Group Holdings, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

BRC Group Holdings, Inc. in brief

What does BRC Group Holdings, Inc. do?
BRC Group Holdings, Inc. is a US-listed company in the investment banking & brokerage industry. Its financial year ends in December.
What is BRC Group Holdings, Inc.'s stock ticker?
BRC Group Holdings, Inc. trades under the ticker RILY on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is BRC Group Holdings, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, BRC Group Holdings, Inc. reported revenue of $1.1B, 49.9% higher than a year earlier, according to its SEC filings.
What is BRC Group Holdings, Inc.'s free cash flow?
BRC Group Holdings, Inc.'s free-cash-flow margin is -1.6% of revenue over the trailing twelve months.
Who are BRC Group Holdings, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Equitec Proprietary Markets, LLC, Dba Trading, LLC and Blackrock, Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is BRC Group Holdings, Inc.'s market cap?
On November 2, 2026, BRC Group Holdings, Inc.'s market capitalisation was about $127M, with a price-to-earnings ratio of 0.3 and net debt of -$7M. Market figures come from third-party market data and may be delayed.
Does BRC Group Holdings, Inc. pay a dividend?
BRC Group Holdings, Inc. reported no dividend payments in its trailing twelve months of filings.
Who are BRC Group Holdings, Inc.'s competitors?
In our Investment Banking & Brokerage peer group, the companies closest to BRC Group Holdings, Inc. are XP Inc., Perella Weinberg Partners, Oppenheimer Holdings Inc, PJT Partners Inc. and Marex Group Ltd. The side-by-side comparison below sets their revenue, margins and growth against BRC Group Holdings, Inc.'s.
Are insiders buying or selling BRC Group Holdings, Inc. stock?
Over the last 12 months, BRC Group Holdings, Inc.'s directors and officers reported 0 open-market purchases and 3 sales on Form 4. The insider trading page charts every trade.
When is BRC Group Holdings, Inc.'s next earnings date?
Around November 5, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — BRC Group Holdings, Inc. announces its own schedule.