Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$718,929
-$423,876 QoQ
Shares Held
11,207
-36.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#410
of 800 holders
Holding Since
Dec 2024
7 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, 2026AMERIFLEX GROUP, INC. holds $844,136 across 5 Insurance Brokers names. BRO ranks #1 (85.2% of the industry book) .
All Filings in BRO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,929 | 11,207 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,142,805 | 17,525 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,396,742 | 17,525 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,299,532 | 35,180 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,950,203 | 17,590 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,188,196 | 17,590 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,800,142 | 17,645 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||