Position in BRO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$33,807
-$31,751 QoQ
Shares Held
527
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#654
of 800 holders
Holding Since
Mar 2024
6 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, 2026Continuum Advisory, LLC holds $360,119 across 6 Insurance Brokers names. BRO ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
872 | $200,185 | |
| 2 | AON |
Aon plc
|
189 | $62,689 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
227 | $37,834 | |
| 4 | BRO |
Brown & Brown, Inc.
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|
527 | $33,807 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
570 | $15,150 | |
| 6 | WTW |
Willis Towers Watson PLC
|
40 | $10,454 |
All Filings in BRO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,807 | 527 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $65,558 | 527 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $63,762 | 625 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $64,750 | 625 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $55,881 | 625 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $54,712 | 625 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||