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| Keyboard |
| Bruce & Co Inc
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|---|---|
| CRD # | 104735 |
| SEC # | 801-10193 |
| CIK # | 0001358331 |
| AUM | 379.5 M (2026-03-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| AbbVie Inc | 26.6 | ||
| Allstate Corp | 25.6 | ||
| Aercap Holdings NV | 25.2 | ||
| Duke Energy Corp | 19.1 | ||
| AT&T Inc | 15.2 | ||
| XCEL Energy Inc | 14.7 | ||
| CMS Energy Corp | 12.1 | ||
| Abbott Laboratories | 11.7 | ||
| Insteel Industries Inc | 11.6 | ||
| Newmont Mining Corp /DE/ | 10.8 | ||
| 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) | 1 | 4.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 347.8 |
| (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 | 1 | 27.8 |
| (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 | 3 | 379.5 |
| By Discretionary | ||
| Discretionary | 3 | 379.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 379.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.5 | |
| Total | 3 | 379.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001358331] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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