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Manager record

Patriot Financial Group Insurance Agency, LLC

Westborough, MA · CIK 1694883 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.05BReported 13F valueQ3 2026 · as filed
499Holdings listed
+7.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $871.4M$871.4MQ2 2025536 holdingsQ3 2025: $781.2M$781.2MQ3 2025489 holdingsQ4 2025: $840.6M$840.6MQ4 2025508 holdingsQ1 2026: $1.8B$1.8BQ1 2026701 holdingsQ2 2026: $974.0M$974.0MQ2 2026491 holdingsQ3 2026: $1.0B$1.0BQ3 2026499 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 14 2026 13F-HR · period Q3 2026

$1.05B · 499 holdings listed · View original SEC filing ↗
Jul 16 2026 13F-HR · period Q2 2026

$974.00M · 491 holdings listed · View original SEC filing ↗
Apr 22 2026 13F-HR · period Q1 2026

$1.77B · 701 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$840.62M · 508 holdings listed · View original SEC filing ↗
Oct 08 2025 13F-HR · period Q3 2025

$781.25M · 489 holdings listed · View original SEC filing ↗
Jul 21 2025 13F-HR · period Q2 2025

$871.36M · 536 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 14, 2026 · Change methodology