Position in BRO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$148,443
-$2,452 QoQ
Shares Held
2,314
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#608
of 800 holders
Holding Since
Sep 2023
12 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, 2026NBC SECURITIES, INC. holds $803,096 across 6 Insurance Brokers names. BRO ranks #3 (18.5% of the industry book) .
All Filings in BRO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,443 | 2,314 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $150,895 | 2,314 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $185,222 | 2,324 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $217,967 | 2,324 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $256,553 | 2,314 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $287,861 | 2,314 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $204 | 2 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $239,730 | 2,314 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $206,894 | 2,314 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $202,567 | 2,314 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $164,548 | 2,314 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $161,609 | 2,314 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||