As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Bexil Investment Trust. The largest reported stake is Bexil Securities LLC's, at 15.3%. One filing is on record since July 31, 2026 (Schedule 13D/A, July 31, 2026).
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Key facts
- · Reporting person: Bexil Securities LLC · Sole voting: 0 · Shared voting: 879,275 · Sole dispositive: 0 · Shared dispositive: 879,275 · SCHEDULE 13D/A, 2026-07-31
- · Reporting person: Bexil Advisers LLC · Sole voting: 0 · Shared voting: 684,699 · Sole dispositive: 0 · Shared dispositive: 684,699 · SCHEDULE 13D/A, 2026-07-31
- · Reporting person: Bexil Corp · Sole voting: 0 · Shared voting: 1,589,352 · Sole dispositive: 0 · Shared dispositive: 1,589,352 · SCHEDULE 13D/A, 2026-07-31
- · Reporting person: Midas Securities Group, Inc. · Sole voting: 0 · Shared voting: 1,651,604 · Sole dispositive: 0 · Shared dispositive: 1,651,604 · SCHEDULE 13D/A, 2026-07-31
- · Reporting person: Winmill & Co. Inc · Sole voting: 0 · Shared voting: 1,925,476 · Sole dispositive: 0 · Shared dispositive: 1,925,476 · SCHEDULE 13D/A, 2026-07-31
Bexil Investment Trust has 1 Schedule 13D or 13G filing on record since 2026-07-31. 1 holder's latest filing reports 5% or more of shares of beneficial interest. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Bexil Securities LLC | 15.3% | 879,275 | SCHEDULE 13D/A, 2026-07-31 | 2026-07-29 |
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Bexil Securities LLC | 0 | 879,275 | 0 | 879,275 | SCHEDULE 13D/A, 2026-07-31 |
| Bexil Advisers LLC | 0 | 684,699 | 0 | 684,699 | SCHEDULE 13D/A, 2026-07-31 |
| Bexil Corp | 0 | 1,589,352 | 0 | 1,589,352 | SCHEDULE 13D/A, 2026-07-31 |
| Midas Securities Group, Inc. | 0 | 1,651,604 | 0 | 1,651,604 | SCHEDULE 13D/A, 2026-07-31 |
| Winmill & Co. Inc | 0 | 1,925,476 | 0 | 1,925,476 | SCHEDULE 13D/A, 2026-07-31 |
| Winmill Family Trust | 0 | 1,925,476 | 0 | 1,925,476 | SCHEDULE 13D/A, 2026-07-31 |
| Winmill Mark Campbell | 0 | 1,925,476 | 0 | 1,925,476 | SCHEDULE 13D/A, 2026-07-31 |
| Winmill Thomas Bassett | 51,078 | 1,925,476 | 51,078 | 1,925,476 | SCHEDULE 13D/A, 2026-07-31 |
| Winmill William McCollum | 9,700 | 1,925,476 | 9,700 | 1,925,476 | SCHEDULE 13D/A, 2026-07-31 |
| Winmill Woodworth Borst | 16,900 | 1,925,476 | 16,900 | 1,925,476 | SCHEDULE 13D/A, 2026-07-31 |
The latest filing identifies Bexil Investment Trust by CUSIP 25538A204 and gives its principal executive office as 17 Old Drewsville Road, Walpole, NH 03608 (SCHEDULE 13D/A, 2026-07-31).
Source of funds (Item 3)
BSL and BXLC used working capital to acquire Shares. Each of Thomas B. Winmill, William M. Winmill, and Woodworth B. Winmill used personal funds to acquire his directly owned Shares. BXLC, MSG, WCI, the Trust, Thomas B. Winmill, Mark C. Winmill, William M. Winmill and Woodworth B. Winmill may be deemed to have indirect beneficial ownership of Shares held by BSL and BAL, which each of them disclaim.Bexil Securities LLC, SCHEDULE 13D/A, 2026-07-31
Purpose of Transaction (Item 4)
Bexil Securities LLC
This amendment relates to the acquisition of Shares by the Reporting Persons for investment purposes. Notwithstanding any of the foregoing, the Reporting Persons may at any time modify, change, abandon, or replace, some or all of the foregoing purposes and plans and discussions relating thereto or discontinue or re-continue such modifications, changes, abandonments, or replacements at any time.Item 4 of the SCHEDULE 13D/A filed 2026-07-31
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-07-31 | Bexil Securities LLC | 15.3% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.