Position in BRO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,622
-$159 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#705
of 800 holders
Holding Since
Dec 2023
11 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, 2026Frazier Financial Advisors, LLC holds $73,322 across 3 Insurance Brokers names. BRO ranks #3 (13.1% of the industry book) .
All Filings in BRO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,622 | 150 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,781 | 150 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,955 | 150 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $14,068 | 150 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $16,630 | 150 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $18,660 | 150 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $15,303 | 150 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $15,540 | 150 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $13,411 | 150 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,131 | 150 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,666 | 150 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||