Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$668,314
-$12,222,558 QoQ
Shares Held
10,418
-92.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#420
of 806 holders
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CAPITAL FUND MANAGEMENT S.A. holds $36,603,122 across 5 Insurance Brokers names. BRO ranks #5 (1.8% of the industry book) .
All Filings in BRO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,314 | 10,418 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $12,890,872 | 137,444 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,503,650 | 40,621 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $2,989,696 | 29,305 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $9,300,599 | 106,244 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,297,754 | 116,689 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,484,216 | 64,207 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,836,935 | 55,737 | Shares | Sole | 2023-08-14 | |
| 2021-09-30 | $906,385 | 16,346 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||