Position in BRO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,763,003
-$1,411,595 QoQ
Shares Held
73,041
-5.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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 Mar 31, 2026Motley Fool Asset Management LLC holds $14,939,043 across 3 Insurance Brokers names. BRO ranks #2 (31.9% of the industry book) .
All Filings in BRO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,763,003 | 73,041 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,174,598 | 77,473 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,221,912 | 87,663 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,519,741 | 85,864 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $10,912,865 | 87,724 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,234,238 | 90,514 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,513,015 | 120,782 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,415,919 | 138,865 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,661,522 | 144,637 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $10,558,768 | 148,485 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $10,605,343 | 151,852 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,751,500 | 156,181 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,326,960 | 162,434 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,638,298 | 169,182 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,669,397 | 176,412 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,544,955 | 180,750 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,758,762 | 190,380 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $13,988,390 | 199,038 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,090,000 | 200,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,628,000 | 200,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,142,000 | 200,000 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,266,900 | 90,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,358,100 | 30,000 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||