Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,466,725
-$24,236 QoQ
Shares Held
22,864
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#312
of 800 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HANCOCK WHITNEY CORP holds $4,386,550 across 3 Insurance Brokers names. BRO ranks #2 (33.4% 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 | $1,466,725 | 22,864 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,490,961 | 22,864 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,821,144 | 22,850 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,143,569 | 22,855 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $2,533,933 | 22,855 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||