Position in BRO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$36,693
-$1,715 QoQ
Shares Held
572
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#651
of 800 holders
Holding Since
Jun 2023
9 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, 2026Johnson Financial Group, Inc. holds $92,565 across 5 Insurance Brokers names. BRO ranks #2 (39.6% 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 | $36,693 | 572 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $38,408 | 589 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $87,190 | 1,094 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $179,419 | 1,913 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $43,904 | 396 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $100,639 | 809 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $28,463 | 279 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,558 | 44 | Shares | Defined | 2024-11-13 | |
| 2023-06-30 | $222,422 | 3,231 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||