Position in BRO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,245
+$224 QoQ
Shares Held
35
+12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#756
of 800 holders
Holding Since
Dec 2023
7 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 Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $70,685 across 5 Insurance Brokers names. BRO ranks #3 (3.2% of the industry book) .
All Filings in BRO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,245 | 35 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,021 | 31 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1 | 17 | Shares | Sole | 2026-01-23 | |
| 2025-03-31 | $1 | 15 | Shares | Sole | 2025-04-25 | |
| 2024-06-30 | $2 | 25 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1 | 20 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1 | 25 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||