Pine Valley Investments Ltd Liability Co
Position in BRO — Brown & Brown, Inc.
CIK 1975417
MARLTON, NJ
Position in BRO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$409,341
+$8,691 QoQ
Shares Held
6,381
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#494
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, 2026Pine Valley Investments Ltd Liability Co holds $6,267,163 across 4 Insurance Brokers names. BRO ranks #3 (6.5% of the industry book) .
All Filings in BRO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,341 | 6,381 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $400,650 | 6,144 | Shares | Sole | 2026-06-08 | |
| 2025-12-31 | $399,057 | 5,007 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $450,567 | 4,804 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $493,260 | 4,449 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $541,015 | 4,349 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $443,684 | 4,349 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $453,664 | 4,379 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $413,878 | 4,629 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $401,020 | 4,581 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $314,092 | 4,417 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $268,604 | 3,846 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $259,871 | 3,775 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||