Position in BRO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$313,268
-$8,799 QoQ
Shares Held
4,804
+18.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Gibbs Wealth Management holds $1,854,318 across 3 Insurance Brokers names. BRO ranks #3 (16.9% of the industry book) .
All Filings in BRO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $313,268 | 4,804 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $322,067 | 4,041 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $430,027 | 4,585 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,537,766 | 13,870 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,775,312 | 14,271 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $1,233,421 | 12,090 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $1,020,460 | 9,850 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $781,711 | 8,743 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $235,745 | 2,693 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||