Position in BRO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$313,372
-$4,461 QoQ
Shares Held
4,885
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#529
of 800 holders
Holding Since
Mar 2024
6 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, 2026HARBOR CAPITAL ADVISORS, INC. holds $3,608,572 across 4 Insurance Brokers names. BRO ranks #4 (8.7% of the industry book) .
All Filings in BRO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,372 | 4,885 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $317,833 | 4,874 | Shares | Sole | 2026-04-28 | |
| 2024-12-31 | $475,821 | 4,664 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $471,483 | 4,551 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $405,116 | 4,531 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $395,593 | 4,519 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||