Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,252
-$2,746 QoQ
Shares Held
191
-17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#689
of 800 holders
Holding Since
Sep 2024
8 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, 2026Truvestments Capital LLC holds $26,607 across 3 Insurance Brokers names. BRO ranks #1 (46.0% of the industry book) .
All Filings in BRO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,252 | 191 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,998 | 230 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,983 | 188 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,632 | 188 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,519 | 149 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,535 | 149 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,200 | 149 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,436 | 149 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||