Position in BRO
as of Jun 30, 2026
· filed Jul 24, 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
#732
of 800 holders
Holding Since
Jun 2023
13 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, 2026Key Financial Inc holds $253,642 across 4 Insurance Brokers names. BRO ranks #4 (2.1% of the industry book) .
All Filings in BRO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,388 | 84 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,477 | 84 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,491 | 94 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,476 | 197 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $20,732 | 187 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $23,262 | 187 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $19,077 | 187 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,702 | 84 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,510 | 84 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,353 | 84 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,973 | 84 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $5,866 | 84 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $5,782 | 84 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||