Position in BRO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,698
+$3,851 QoQ
Shares Held
120
+103.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#718
of 800 holders
Holding Since
Jun 2025
5 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, 2026Kilter Group LLC holds $51,502 across 8 Insurance Brokers names. BRO ranks #4 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
36 | $11,940 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
69 | $11,500 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
50 | $11,478 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
120 | $7,698 | |
| 5 | WTW |
Willis Towers Watson PLC
|
15 | $3,920 | |
| 6 | CRVL |
Corvel Corp
|
39 | $2,438 | |
| 7 | ERIE |
Erie Indemnity Co
|
7 | $1,678 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
32 | $850 |
All Filings in BRO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,698 | 120 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,847 | 59 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,267 | 41 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,688 | 18 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,441 | 13 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||