Position in BRO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,388
-$89 QoQ
Shares Held
84
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#731
of 800 holders
Holding Since
Sep 2024
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, 2026Carolina Wealth Advisors, LLC holds $190,139 across 2 Insurance Brokers names. BRO ranks #2 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
557 | $184,751 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
84 | $5,388 |
All Filings in BRO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,388 | 84 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,477 | 84 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,694 | 84 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,878 | 84 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $9,313 | 84 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $10,449 | 84 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $8,569 | 84 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $8,702 | 84 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||