Position in BRO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$641
+$55 QoQ
Shares Held
10
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#777
of 800 holders
Holding Since
Sep 2021
13 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, 2026WestEnd Advisors, LLC holds $8,717 across 6 Insurance Brokers names. BRO ranks #5 (7.4% of the industry book) .
All Filings in BRO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641 | 10 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $586 | 9 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $717 | 9 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $656 | 7 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $665 | 6 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $870 | 7 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $204 | 2 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $207 | 2 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $89 | 1 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $87 | 1 | Shares | Sole | 2024-05-07 | |
| 2022-03-31 | $216 | 3 | Principal | Other | 2022-04-26 | |
| 2021-12-31 | $210 | 3 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $166 | 3 | Principal | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||