The Bollard Group LLC is an SEC-registered investment adviser based in Boston, MA that reports managing 3 hedge funds on Form ADV. It reports $6.7 billion in regulatory assets under management. Its private funds, of all types, hold $1.4 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated -20.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +7.5% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $6.7 billionForm ADV Item 5.F
- Gross assets of private funds
- $1.4 billionAll private fund types, Form ADV
- Hedge funds managed
- 391 private funds in total
- Employees
- 29Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 155317
- Latest Form ADV
- 07/15/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | -4.8% | +14.8% |
| Q1 2026 | -16.1% | -4.6% |
| Q4 2025 | +2.7% | +2.4% |
| Q3 2025 | +7.8% | +7.8% |
| Q2 2025 | +5.3% | +10.4% |
| Q1 2025 | +5.7% | -4.5% |
| Q4 2024 | +2.2% | +2.1% |
| Q3 2024 | +6.9% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Boston Scientific Corp Com$786.2 million
- Caterpillar Inc Com$249.4 million
- Eli Lilly & Co Com$236.5 million
- Amazon Com Inc Com$181.7 million
- SPDR S&P 500 ETF TR$178.2 million
- Southern Copper Corp$157.0 million
- Alphabet, Inc Non-voting Class$155.9 million
- Microsoft Corp Com$107.8 million
- Oneok Inc New Com$65.2 million
- American Elec PWR Co Inc Com$63.2 million
As of 2026-06-30, from 13F filing by Bollard Group LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures