Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$157,680
-$175,738 QoQ
Shares Held
2,458
-51.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#605
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, 2026Boreal Capital Management LLC holds $247,356 across 4 Insurance Brokers names. BRO ranks #1 (63.7% of the industry book) .
All Filings in BRO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,680 | 2,458 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $333,418 | 5,113 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $589,700 | 7,399 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $530,476 | 5,656 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $460,443 | 4,153 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||