Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$471,823
-$1,609,144 QoQ
Shares Held
7,355
-71.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#468
of 800 holders
Holding Since
Dec 2024
6 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, 2026GAM Holding AG holds $3,327,846 across 3 Insurance Brokers names. BRO ranks #2 (14.2% of the industry book) .
All Filings in BRO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,823 | 7,355 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $2,080,967 | 26,110 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,996,976 | 21,292 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,305,494 | 11,775 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,430,226 | 11,497 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,023,158 | 10,029 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||