Position in BRO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,079
+$928 QoQ
Shares Held
48
+45.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#746
of 800 holders
Holding Since
Dec 2025
3 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, 2026Rossby Financial, LCC holds $303,005 across 6 Insurance Brokers names. BRO ranks #5 (1.0% of the industry book) .
All Filings in BRO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,079 | 48 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,151 | 33 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,391 | 30 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||