Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$332,104
+$41,920 QoQ
Shares Held
5,177
+16.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#520
of 800 holders
Holding Since
Dec 2020
22 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, 2026STRATEGY ASSET MANAGERS LLC holds $14,607,116 across 3 Insurance Brokers names. BRO ranks #3 (2.3% of the industry book) .
All Filings in BRO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,104 | 5,177 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $290,184 | 4,450 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $292,020 | 3,664 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $333,048 | 3,551 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,202,717 | 10,848 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,385,194 | 11,135 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $602,122 | 5,902 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $603,055 | 5,821 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $410,391 | 4,590 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,055,995 | 12,063 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $309,755 | 4,356 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $305,340 | 4,372 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $315,975 | 4,590 | Shares | Sole | 2023-08-25 | |
| 2023-03-31 | $262,351 | 4,569 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $274,025 | 4,810 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $425,658 | 7,038 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $248,003 | 4,251 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $648,478 | 8,973 | Shares | Sole | 2022-04-11 | |
| 2021-09-30 | $289,393 | 5,219 | Shares | Sole | 2021-12-14 | |
| 2021-06-30 | $276,168 | 5,197 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $216,756 | 4,742 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $213,534 | 4,504 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||