Position in BRO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$212,721
-$64,522 QoQ
Shares Held
3,316
+12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#106
of 184 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CWA Asset Management Group, LLC holds $23,604,465 across 5 Insurance Brokers names. BRO ranks #5 (0.9% of the industry book) .
All Filings in BRO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,721 | 3,316 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $277,243 | 2,956 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $388,045 | 3,500 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $411,390 | 3,307 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $297,490 | 2,916 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $291,426 | 2,813 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $368,981 | 4,215 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $256,280 | 3,604 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||