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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bruce & Co Inc
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|---|---|
| CRD # | 104735 |
| SEC # | 801-10193 |
| CIK # | 0001358331 |
| AUM | $397.5 M (2025-03-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 312-236-9160 |
| Address | 20 N Wacker Drive Ste 2414 Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Allstate Corp | 25.3 | ||
| AbbVie Inc | 23.7 | ||
| Aercap Holdings NV | 21.5 | ||
| Duke Energy Corp | 20.7 | ||
| AT&T Inc | 19.5 | ||
| Abbott Laboratories | 18.2 | ||
| CMS Energy Corp | 13.6 | ||
| XCEL Energy Inc | 13.2 | ||
| Insteel Industries Inc | 12.8 | ||
| Apple Inc | 8.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 9.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 455.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 9.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 473.9 |
| By Discretionary | ||
| Discretionary | 4 | 473.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 473.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 473.9 | |
| Total | 4 | 473.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001358331] |
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