Patriot Financial Group Insurance Agency, LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 8, 2025
Value $
$781M
Signature - Title
Jon Loranger - Chief Compliance Officer
Location
Westborough, MA
Summary
This page shows a list of all the recent 13F filings made by Patriot Financial Group Insurance Agency, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Patriot Financial Group Insurance Agency, LLC reported 488 stock holdings with total value $781M as of Q3 2025. Top holdings included MSFT, IVV, AAPL, NVDA, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 488 $781M +$89.4M -$237M -$148M MSFT, IVV, AAPL, NVDA, VOO 13F-HR 10/8/2025, 01:50 PM
Q2 2025 528 $871M +$94.2M -$33M +$61.2M IVV, IVE, MSFT, AAPL, NVDA 13F-HR 7/21/2025, 09:13 AM
Q1 2025 488 $746M +$89.1M -$71.4M +$17.7M IVV, IVE, AAPL, MSFT, IJR 13F-HR 4/14/2025, 10:51 AM
Q4 2024 474 $745M +$74.4M -$61.3M +$13.1M IVV, B, IVE, AAPL, MSFT 13F-HR 1/22/2025, 04:33 PM
Q3 2024 495 $744M +$68.7M -$34.6M +$34.1M IVV, B, IVE, AAPL, SCHG 13F-HR 10/24/2024, 02:56 PM
Q2 2024 475 $679M +$69M -$19.4M +$49.7M IVV, B, IVE, MSFT, AAPL 13F-HR 7/26/2024, 02:33 PM
Q1 2024 473 $628M +$101M -$43.4M +$57.7M IVV, B, IVE, SCHG, AAPL 13F-HR 4/30/2024, 09:18 AM
Q4 2023 462 $529M +$51.9M -$49.6M +$2.22M IVV, B, AAPL, SCHG, MSFT 13F-HR 1/19/2024, 10:44 AM
Q3 2023 461 $481M +$39.1M -$44.4M -$5.31M IVV, B, AAPL, SCHG, MSFT 13F-HR 10/19/2023, 05:03 PM
Q2 2023 464 $529M +$40M -$23.3M +$16.7M IVV, B, AAPL, SCHG, IJR 13F-HR 7/17/2023, 05:01 PM
Q1 2023 459 $492M +$60.5M -$21.9M +$38.6M IVV, B, AAPL, SCHG, VEA 13F-HR 4/20/2023, 03:07 PM
Q4 2022 428 $442M +$31.5M -$23.6M +$7.87M B, IVV, SCHG, AAPL, VEA 13F-HR 1/17/2023, 01:22 PM
Q3 2022 401 $408M +$39M -$22.9M +$16.1M IVV, B, AAPL, SCHG, FCTR 13F-HR 10/31/2022, 05:39 PM
Q2 2022 1,852 $479M +$44.3M -$27.1M +$17.3M IVV, B, AAPL, SCHG, FCTR 13F-HR 7/29/2022, 03:41 PM
Q1 2022 1,943 $559M +$59.5M -$51.7M +$7.85M B, IVV, AAPL, SCHG, ESGU 13F-HR 5/10/2022, 05:41 PM
Q4 2021 2,020 $601M +$41.5M -$35.6M +$5.91M B, IVV, AAPL, SCHG, ESGU 13F-HR 1/7/2022, 05:12 PM
Q3 2021 2,069 $564M +$71.6M -$39M +$32.7M B, IVV, AAPL, SCHG, PTBD 13F-HR 11/24/2021, 12:36 PM
Q2 2021 2,009 $547M +$126M -$40M +$85.6M B, IVV, AAPL, VIG, PTBD 13F-HR 7/30/2021, 11:07 AM
Q1 2021 1,908 $436M +$64.2M -$41.9M +$22.4M B, AAPL, VIG, SCHG, BUFR 13F-HR 4/29/2021, 10:03 AM
Q4 2020 1,734 $390M +$72.8M -$22.3M +$50.6M B, AAPL, VIG, SCHG, FJUL 13F-HR 1/15/2021, 10:28 AM
Q3 2020 1,547 $307M +$53.2M -$12.7M +$40.5M B, AAPL, VIG, DNOV, SCHG 13F-HR 10/21/2020, 11:44 AM
Q2 2020 1,506 $261M +$42.7M -$33.2M +$9.56M B, VIG, AAPL, SCHG, IVV 13F-HR 7/10/2020, 01:29 PM
Q1 2020 1,413 $218M +$42.4M -$26.4M +$16M B, VIG, CFA, AAPL, SCHG 13F-HR 4/15/2020, 12:52 PM
Q4 2019 1,199 $250M +$27.1M -$12.4M +$14.7M B, VIG, CFA, AAPL, SCHG 13F-HR 1/22/2020, 02:44 PM
Q3 2019 1,172 $222M +$36.4M -$21.5M +$15M B, VIG, CFA, SCHG, AAPL 13F-HR 10/25/2019, 02:29 PM
Q2 2019 1,206 $216M +$34.5M -$18.4M +$16.1M B, CFA, FSKXXXX, AAPL, VIG 13F-HR 8/7/2019, 12:43 PM
Q1 2019 1,087 $193M +$37.6M -$7.33M +$30.3M B, CFA, SCHG, FSKXXXX, VIG 13F-HR 4/29/2019, 04:05 PM
Q4 2018 883 $151M +$30.6M -$12.6M +$18M B, CFA, SCHG, FSKXXXX, CLNC 13F-HR 2/4/2019, 11:22 AM
Q3 2018 900 $167M +$80M -$10.6M +$69.4M B, CFA, SCHG, CLNC, FSKXXXX 13F-HR 10/30/2018, 12:16 PM
Q2 2018 553 $93.4M +$15.5M -$38.6M -$23.1M CFA, SCHG, FSKXXXX, ROAM, NEAR 13F-HR 8/13/2018, 09:35 PM
Q1 2018 903 $134M +$24.8M -$15.9M +$8.94M CFA, FSKXXXX, CEY, NEAR, AAPL 13F-HR 5/14/2018, 03:21 PM
Q4 2017 888 $133M +$23.4M -$4.91M +$18.5M CFA, FSKXXXX, CEZ, LVHI, NEAR 13F-HR 2/14/2018, 02:42 PM
Q3 2017 865 $111M +$21.4M -$2.13M +$19.3M CFA, FSKXXXX, CEZ, LVHI, VIG 13F-HR 10/26/2017, 01:37 PM
Q2 2017 875 $90.6M +$11.4M -$7.33M +$4.06M CFA, FSKXXXX, LVHI, VIG, VTI 13F-HR 8/8/2017, 01:01 PM
Q1 2017 790 $86.2M +$15.4M -$2.5M +$12.9M CFA, FSKXXXX, DVY, LVHI, VIG 13F-HR 5/5/2017, 03:14 PM
Q4 2016 719 $72M CFA, FSKXXXX, LVHI, DVY, VIG 13F-HR 3/2/2017, 03:51 PM