Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$308,497
-$155,863 QoQ
Shares Held
4,809
-32.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#532
of 800 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Hamilton Capital Partners Inc. holds $9,257,829 across 5 Insurance Brokers names. BRO ranks #5 (3.3% of the industry book) .
All Filings in BRO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,497 | 4,809 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $464,360 | 7,121 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $466,085 | 5,848 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $598,567 | 6,382 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $245,355 | 2,213 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $375,314 | 3,017 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $326,770 | 3,203 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $419,787 | 4,052 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $272,879 | 3,052 | Shares | Sole | 2026-08-14 | |
| 2024-03-31 | $361,715 | 4,132 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $436,330 | 6,136 | Shares | Sole | 2026-08-14 | |
| 2023-09-30 | $451,864 | 6,470 | Shares | Sole | 2026-08-14 | |
| 2023-06-30 | $390,873 | 5,678 | Shares | Sole | 2026-08-14 | |
| 2023-03-31 | $504,606 | 8,788 | Shares | Sole | 2026-08-14 | |
| 2022-12-31 | $650,825 | 11,424 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||