Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$354,813
+$254,809 QoQ
Shares Held
5,531
+513.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#506
of 783 holders
Holding Since
Jun 2023
7 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, 2026Headlands Technologies LLC holds $2,109,429 across 3 Insurance Brokers names. BRO ranks #2 (16.8% of the industry book) .
All Filings in BRO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,813 | 5,531 | Shares | Sole | 2026-08-13 | |
| 2025-06-30 | $100,004 | 902 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $582,126 | 5,706 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $254,959 | 2,461 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $31,514 | 360 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $108,531 | 1,554 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $84,397 | 1,226 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||