Position in BRO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,283,196
-$134,850 QoQ
Shares Held
51,180
-2.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#238
of 806 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026AGF MANAGEMENT LTD holds $10,076,018 across 3 Insurance Brokers names. BRO ranks #2 (32.6% of the industry book) .
All Filings in BRO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,283,196 | 51,180 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,418,046 | 52,416 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,943,957 | 36,938 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,158,471 | 33,676 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,063,337 | 27,630 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,930,242 | 23,555 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,402,162 | 23,546 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,119,395 | 30,110 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,400,657 | 26,850 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,363,842 | 27,003 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,195,896 | 44,943 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $524,987 | 7,517 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $457,350 | 7,965 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $450,006 | 7,899 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||