Position in BRO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$26,943
-$445 QoQ
Shares Held
420
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#666
of 806 holders
Holding Since
Jun 2023
13 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, 2026Catalyst Capital Advisors LLC holds $2,208,468 across 2 Insurance Brokers names. BRO ranks #2 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
6,577 | $2,181,525 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
420 | $26,943 |
All Filings in BRO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,943 | 420 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $27,388 | 420 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $33,474 | 420 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $80,095 | 854 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,979,456 | 35,893 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $4,668,358 | 37,527 | Shares | Other | 2025-04-29 | |
| 2024-12-31 | $4,050,193 | 39,700 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $4,180,778 | 40,355 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $3,717,220 | 41,575 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $3,661,360 | 41,825 | Shares | Other | 2024-04-24 | |
| 2023-12-31 | $3,022,175 | 42,500 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,210,894 | 45,975 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $2,237,300 | 32,500 | Shares | Other | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||