Position in BRO
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$350,566
-$3,537 QoQ
Shares Held
5,376
+21.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 92%
None 8%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $2,341,692 across 4 Insurance Brokers names. BRO ranks #3 (15.0% of the industry book) .
All Filings in BRO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $350,566 | 5,376 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $354,103 | 4,443 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $588,340 | 6,273 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $518,313 | 4,675 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $561,415 | 4,513 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $457,660 | 4,486 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $454,491 | 4,387 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $361,483 | 4,043 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $260,168 | 2,972 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $211,338 | 2,972 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $207,564 | 2,972 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $204,592 | 2,972 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $245,413 | 4,274 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $243,373 | 4,272 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $204,603 | 3,383 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $275,710 | 3,815 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $239,654 | 3,410 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||