Position in BRO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$45,178,086
+$1,923,968 QoQ
Shares Held
704,257
+6.2% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#56
of 805 holders
Holding Since
Mar 2022
18 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, 2026Vest Financial, LLC holds $91,431,464 across 3 Insurance Brokers names. BRO ranks #2 (49.4% of the industry book) .
All Filings in BRO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,178,086 | 704,257 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $43,254,118 | 663,305 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $44,073,621 | 552,994 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $50,036,120 | 533,491 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $51,159,741 | 461,439 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $66,339,160 | 533,273 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $55,184,045 | 540,914 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $51,575,912 | 497,837 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $47,515,602 | 531,435 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $41,180,041 | 470,414 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $27,381,971 | 385,065 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $22,427,509 | 321,127 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $13,474,327 | 195,734 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $9,903,513 | 172,475 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,254,154 | 144,886 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,861,347 | 146,517 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,129,386 | 139,345 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,201,416 | 127,320 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||