Position in BRO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,928
-$1,158 QoQ
Shares Held
108
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#724
of 800 holders
Holding Since
Sep 2021
20 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, 2026CENTRAL TRUST Co holds $4,225,766 across 6 Insurance Brokers names. BRO ranks #5 (0.2% of the industry book) .
All Filings in BRO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,928 | 108 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,086 | 124 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,738 | 72 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $22,603 | 241 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,319 | 57 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,090 | 57 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $5,815 | 57 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,905 | 57 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,096 | 57 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,989 | 57 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,053 | 57 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,891 | 113 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,923 | 57 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,272 | 57 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,247 | 57 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,386 | 56 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $3,267 | 56 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,047 | 56 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,935 | 56 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,105 | 56 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||