Position in BRO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$788,018
-$56,842 QoQ
Shares Held
12,284
-5.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#400
of 800 holders
Holding Since
Mar 2025
6 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, 2026Capital Investment Advisors, LLC holds $43,891,490 across 4 Insurance Brokers names. BRO ranks #2 (1.8% of the industry book) .
All Filings in BRO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $788,018 | 12,284 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $844,860 | 12,956 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,074,196 | 13,478 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,420,824 | 15,149 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,643,204 | 14,821 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,928,573 | 15,503 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||