Position in BRO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,622
New position
Shares Held
150
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#707
of 800 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Addison Advisors LLC holds $9,622 across 1 Insurance Brokers name. BRO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
150 | $9,622 |
All Filings in BRO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,622 | 150 | Shares | Other | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||