Position in BRO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$14,113
+$8,049 QoQ
Shares Held
220
+136.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#681
of 800 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Westfuller Advisors, LLC holds $92,751 across 5 Insurance Brokers names. BRO ranks #2 (15.2% of the industry book) .
All Filings in BRO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,113 | 220 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,064 | 93 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $557 | 7 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||