Position in BRO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$5,347,543
-$892,336 QoQ
Shares Held
83,360
-12.9% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#198
of 800 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $18,715,738 across 5 Insurance Brokers names. BRO ranks #2 (28.6% 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 | $5,347,543 | 83,360 | Shares | Defined | 2026-08-19 | |
| 2026-03-31 | $6,239,879 | 95,689 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $291,542 | 3,658 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $342,708 | 3,654 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $583,952 | 5,267 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $641,033 | 5,153 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $533,054 | 5,225 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $545,661 | 5,267 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $464,842 | 5,199 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $459,672 | 5,251 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $217,027 | 3,052 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $215,456 | 3,085 | Shares | Sole | 2023-11-07 | |
| 2022-03-31 | $222,663 | 3,081 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $209,926 | 2,987 | Shares | Sole | 2022-02-17 | |
| 2020-12-31 | $266,349 | 5,618 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $273,747 | 6,047 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $864,641 | 21,213 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $660,616 | 18,239 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||