Position in BRO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$55,102
-$11,288 QoQ
Shares Held
845
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026FIRST HORIZON CORP holds $1,648,347 across 6 Insurance Brokers names. BRO ranks #5 (3.3% of the industry book) .
All Filings in BRO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,102 | 845 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $66,390 | 833 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $77,001 | 821 | Shares | Defined | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||