$BWXT is held by 19 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.81%, with an average of 0.29% of portfolio. Largest holder: Kieckhefer Group LLC at 3.81%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
BWX TECHNOLOGIES INC
13F holders
821
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 821 · Source: 13F-HR01
Bahl & Gaynor Inc.
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02
Axa S.a.
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03
State Street
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04
Nbc Securities, Inc.
—
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05
Poplar Forest Capital LLC
—
—
06
Aristotle Capital Management, LLC
—
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07
Independent Investors Inc.
—
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08
Snyder Capital Management L P
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09
Roberts Capital Advisors, LLC
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10
Contrarian Capital Management, L.l.c.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
19 holders · Q1 202601
Kieckhefer Group LLC
3.81% ↑ +0.6pp
α +13.5pts
02
Merrion Investment Management Co, LLC
0.81% held
α +16.0pts
03
New Age Alpha Advisors, LLC
0.19% held
α +10.8pts
04
Freemont Management S.A.
0.17% NEW
α +20.1pts
05
Aigen Investment Management, LP
0.09% held
α +50.5pts
06
Triasima Portfolio Management inc.
0.08% held
α +15.7pts
07
Sara-Bay Financial
0.07% held
α +22.0pts
08
Stamos Capital Partners, L.P.
0.07% held
α +10.2pts
09
Fulton Bank, N.a.
0.04% held
α +23.8pts
10
Citigroup Inc.
0.03% held
α +26.3pts
11
Knightsbridge Asset Management, LLC
0.02% held
α +24.2pts
12
Caption Management, LLC
0.02% held
α +15.5pts
13
Connor, Clark & Lunn Investment Management Ltd.
0.01% held
α +12.3pts
14
Level Financial Advisors
0.01% held
α +30.9pts
15
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
16
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
17
RFG Advisory, LLC
0.00% held
α +16.2pts
18
Quarry LP
0.00% held
α +10.6pts
19
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
20 transactions · 5 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
4 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $BWXT lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $BWXT — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:18 UTC.