Position in BRO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$641
-$11 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#779
of 800 holders
Holding Since
Jun 2022
16 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, 2026WOLFF WIESE MAGANA LLC holds $28,856 across 5 Insurance Brokers names. BRO ranks #5 (2.2% of the industry book) .
All Filings in BRO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641 | 10 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $652 | 10 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $797 | 10 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $937 | 10 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,108 | 10 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,244 | 10 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,020 | 10 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,036 | 10 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $894 | 10 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $875 | 10 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $711 | 10 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $698 | 10 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $688 | 10 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $574 | 10 | Shares | Sole | 2023-04-18 | |
| 2022-09-30 | $302 | 5 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $291 | 5 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||