Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$281,902
-$77,384 QoQ
Shares Held
4,323
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 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 Mar 31, 2026CreativeOne Wealth, LLC holds $1,403,531 across 4 Insurance Brokers names. BRO ranks #3 (20.1% of the industry book) .
All Filings in BRO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,902 | 4,323 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $359,286 | 4,508 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $409,768 | 4,369 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $486,940 | 4,392 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $343,966 | 2,765 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $282,595 | 2,770 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $284,692 | 2,748 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $227,369 | 2,543 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $320,286 | 4,586 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $849,072 | 12,334 | Shares | Sole | 2023-08-16 | |
| No filing history on record for this holder in this stock. | ||||||