BRADLEY FOSTER & SARGENT INC/CT
All 13F Filings
- Location
- Hartford, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 6,805,711
- Description
- Hartford Connecticut based planning integrated investment advisor with a corporation based operating model and a cycle aware and portfolio focused investment mandate. The approach emphasizes active stewardship and governance oversight, model based security selection, and planning integrated mandate design for fiduciary household mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through portfolio adaptability governance and governance clarity.
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 527 | 6,805,711 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q3 2025 | 11/10/2025 | 536 | 6,781,845 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q2 2025 | 8/11/2025 | 536 | 6,389,240 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q1 2025 | 5/13/2025 | 455 | 5,844,612 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q4 2024 | 2/3/2025 | 460 | 5,946,778 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q3 2024 | 11/4/2024 | 457 | 5,979,201 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q2 2024 | 8/9/2024 | 444 | 5,551,738 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q1 2024 | 5/15/2024 | 439 | 5,542,416 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q4 2023 | 2/14/2024 | 426 | 5,146,341 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q3 2023 | 11/13/2023 | 429 | 4,755,782 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q2 2023 | 8/8/2023 | 429 | 4,755,782 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q1 2023 | 5/8/2023 | 427 | 4,194,924 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q4 2022 | 2/14/2023 | 424 | 3,990,140 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q3 2022 | 11/14/2022 | 420 | 3,615,872 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q2 2022 | 8/11/2022 | 434 | 3,878,297 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q1 2022 | 5/16/2022 | 467 | 4,682,351 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q4 2021 | 3/11/2022 | 447 | 4,823,000 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q3 2021 | 11/10/2021 | 407 | 4,256,387 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q2 2021 | 8/19/2021 | 396 | 4,276,514 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q1 2021 | 4/26/2021 | 375 | 3,950,138 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q4 2020 | 2/11/2021 | 366 | 3,790,265 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q3 2020 | 10/26/2020 | 339 | 3,412,914 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q1 2020 | 5/7/2020 | 326 | 2,496,641 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q4 2019 | 1/29/2020 | 356 | 3,239,075 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q2 2014 | 8/4/2014 | 343 | 2,053,226 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q1 2014 | 5/12/2014 | 337 | 1,928,425 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
| Q4 2013 | 2/14/2014 | 343 | 1,881,675 | 13F-HR | BRADLEY FOSTER & SARGENT INC/CT |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.806 M | 100.0% | 23.86 K | 0 | 23.86 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
6,805,711
Holdings
527
QoQ value change ($000)
23,866
(0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.