Position in BRO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$275,588
-$119,518 QoQ
Shares Held
4,296
-29.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#549
of 800 holders
Holding Since
Jun 2024
9 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, 2026TRUST POINT INC. holds $2,330,773 across 3 Insurance Brokers names. BRO ranks #2 (11.8% of the industry book) .
All Filings in BRO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,588 | 4,296 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $395,106 | 6,059 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $398,021 | 4,994 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $409,580 | 4,367 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $465,986 | 4,203 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $732,964 | 5,892 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $658,131 | 6,451 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $260,968 | 2,519 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $216,014 | 2,416 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||