Position in BRO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$403,439
+$109,864 QoQ
Shares Held
6,289
+39.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#497
of 800 holders
Holding Since
Jun 2024
9 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, 2026Meeder Advisory Services, Inc. holds $5,857,638 across 4 Insurance Brokers names. BRO ranks #4 (6.9% of the industry book) .
All Filings in BRO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,439 | 6,289 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $293,575 | 4,502 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $290,905 | 3,650 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $378,630 | 4,037 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $388,821 | 3,507 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $414,998 | 3,336 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $326,770 | 3,203 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $303,962 | 2,934 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $242,301 | 2,710 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||