Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$364,949
+$9,089 QoQ
Shares Held
5,689
+27.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#515
of 806 holders
Holding Since
Jun 2020
7 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, 2026PRELUDE CAPITAL MANAGEMENT, LLC holds $945,007 across 3 Insurance Brokers names. BRO ranks #2 (38.6% of the industry book) .
All Filings in BRO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,949 | 5,689 | Shares | Other | 2026-08-14 | |
| 2025-12-31 | $355,860 | 4,465 | Shares | Other | 2026-02-17 | |
| 2024-12-31 | $408,080 | 4,000 | Shares | Other | 2025-02-14 | |
| 2022-09-30 | $390,277 | 6,453 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $723,882 | 12,408 | Shares | Other | 2022-08-24 | |
| 2020-09-30 | $53,101 | 1,173 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $211,666 | 5,193 | Shares | Other | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||