Westside Investment Management, Inc.
Position in BRO — Brown & Brown, Inc.
CIK 1538383
SANTA MONICA, CA
Position in BRO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,856
-$229 QoQ
Shares Held
216
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#687
of 806 holders
Holding Since
Jun 2025
5 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, 2026Westside Investment Management, Inc. holds $105,292 across 4 Insurance Brokers names. BRO ranks #4 (13.2% of the industry book) .
All Filings in BRO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,856 | 216 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,085 | 216 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $17,214 | 216 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $17,069 | 182 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,089 | 91 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||