Position in BRO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$758,392
-$169,156 QoQ
Shares Held
11,630
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026B. Metzler seel. Sohn & Co. AG holds $11,174,110 across 5 Insurance Brokers names. BRO ranks #3 (6.8% of the industry book) .
All Filings in BRO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $758,392 | 11,630 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $927,548 | 11,638 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $1,020,247 | 10,878 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,070,006 | 9,651 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $761,576 | 6,122 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $635,992 | 6,234 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $645,842 | 6,234 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $557,381 | 6,234 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $524,627 | 5,993 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $426,162 | 5,993 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $335,511 | 4,804 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $330,707 | 4,804 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $275,845 | 4,804 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $273,683 | 4,804 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $444,951 | 7,357 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $338,605 | 5,804 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $419,455 | 5,804 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $372,765 | 5,304 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||