Position in BRO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$445,393
-$6,773 QoQ
Shares Held
6,943
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#478
of 800 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Derivatives in BRO
reported options exposure · as of Dec 31, 2023CallValue
$2,150
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Moors & Cabot, Inc. holds $1,758,782 across 4 Insurance Brokers names. BRO ranks #2 (25.3% of the industry book) .
All Filings in BRO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,393 | 6,943 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $452,166 | 6,934 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $546,263 | 6,854 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $638,240 | 6,805 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $738,726 | 6,663 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $830,494 | 6,676 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $694,144 | 6,804 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $706,552 | 6,820 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $606,289 | 6,781 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $590,282 | 6,743 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $479,494 | 6,743 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $2,150 | 1,000 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $471,280 | 6,748 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $464,532 | 6,748 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $383,335 | 6,676 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $380,331 | 6,676 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $295,868 | 4,892 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $285,399 | 4,892 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $360,771 | 4,992 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $308,669 | 4,392 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $243,536 | 4,392 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $233,390 | 4,392 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $200,758 | 4,392 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $208,224 | 4,392 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||