Position in BRO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$410,239
+$49,759 QoQ
Shares Held
6,395
+15.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#493
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, 2026Revisor Wealth Management LLC holds $1,076,214 across 3 Insurance Brokers names. BRO ranks #1 (38.1% 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 | $410,239 | 6,395 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $360,480 | 5,528 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $379,690 | 4,764 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $421,117 | 4,490 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $499,691 | 4,507 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $523,475 | 4,208 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $251,581 | 2,466 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $359,595 | 3,471 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $340,294 | 3,806 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $566,646 | 6,473 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $230,111 | 3,236 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $287,251 | 4,113 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $217,809 | 3,164 | Shares | Sole | 2023-11-21 | |
| No filing history on record for this holder in this stock. | ||||||