Position in BRO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,539,600
-$25,440 QoQ
Shares Held
24,000
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#307
of 800 holders
Holding Since
Dec 2021
19 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, 2026SALEM INVESTMENT COUNSELORS INC holds $1,799,787 across 4 Insurance Brokers names. BRO ranks #1 (85.5% of the industry book) .
All Filings in BRO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,539,600 | 24,000 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,565,040 | 24,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,912,800 | 24,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,250,960 | 24,000 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,439,140 | 22,000 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,736,800 | 22,000 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,244,440 | 22,000 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,279,200 | 22,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,967,020 | 22,000 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,925,880 | 22,000 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,564,420 | 22,000 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,536,480 | 22,000 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $1,514,480 | 22,000 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,263,240 | 22,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,253,340 | 22,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,330,560 | 22,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,283,480 | 22,000 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $1,589,940 | 22,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,546,160 | 22,000 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||