Position in BRO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$420,439
-$118,173 QoQ
Shares Held
6,554
-3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#487
of 800 holders
Holding Since
Sep 2024
7 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, 2026J.W. COLE ADVISORS, INC. holds $2,856,755 across 5 Insurance Brokers names. BRO ranks #3 (14.7% 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 | $420,439 | 6,554 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $538,612 | 6,758 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $663,001 | 7,069 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $757,463 | 6,832 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $845,049 | 6,793 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $212,303 | 2,081 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $216,006 | 2,085 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||