Position in ARX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,149,487
-$3,619,526 QoQ
Shares Held
1,208,794
-0.0% QoQ
Ownership
0.557%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ARX Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BAMCO INC /NY/ holds $140,564,070 across 4 Insurance Brokers names.
All Filings in ARX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,149,487 | 1,208,794 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,769,013 | 1,209,114 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,140,621 | 1,218,309 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||