Position in BRO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,724
-$144 QoQ
Shares Held
136
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#710
of 800 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SRH ADVISORS, LLC holds $1,186,536 across 3 Insurance Brokers names. BRO ranks #2 (0.7% of the industry book) .
All Filings in BRO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,724 | 136 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,868 | 136 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,839 | 136 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,755 | 136 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $15,078 | 136 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $16,918 | 136 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,874 | 136 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $14,089 | 136 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $12,159 | 136 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $11,905 | 136 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $9,670 | 136 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $9,498 | 136 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $9,362 | 136 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,809 | 136 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $7,747 | 136 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,225 | 136 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $7,934 | 136 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $9,828 | 136 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $9,558 | 136 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $7,541 | 136 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $7,227 | 136 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $6,216 | 136 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $6,447 | 136 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $6,156 | 136 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $5,543 | 136 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $4,925 | 136 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||