Position in BRO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$254,514
+$29,123 QoQ
Shares Held
3,903
+38.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026REGIONS FINANCIAL CORP holds $82,763,431 across 5 Insurance Brokers names. BRO ranks #5 (0.3% of the industry book) .
All Filings in BRO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,514 | 3,903 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $225,391 | 2,828 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $305,661 | 3,259 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $291,588 | 2,630 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $290,474 | 2,335 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $244,541 | 2,397 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $248,328 | 2,397 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $226,027 | 2,528 | Shares | Defined | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||