Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,645,307
+$4,820,424 QoQ
Shares Held
165,944
+85.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#134
of 806 holders
Holding Since
Mar 2023
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, 2026Holocene Advisors, LP holds $21,162,153 across 4 Insurance Brokers names. BRO ranks #1 (50.3% 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 | $10,645,307 | 165,944 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,824,883 | 89,325 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $30,329,247 | 323,374 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $67,234,561 | 606,427 | Shares | Sole | 2025-08-14 | |
| 2023-06-30 | $4,433,640 | 64,405 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,356,221 | 110,697 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||