Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$902,782
+$180,843 QoQ
Shares Held
14,073
+27.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#380
of 800 holders
Holding Since
Mar 2020
26 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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $69,960,054 across 5 Insurance Brokers names. BRO ranks #5 (1.3% of the industry book) .
All Filings in BRO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,782 | 14,073 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $721,939 | 11,071 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,223,394 | 15,350 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,153,605 | 22,962 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,935,124 | 17,454 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,247,534 | 18,067 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,897,163 | 18,596 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,873,191 | 18,081 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,093,535 | 23,415 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,768,736 | 88,745 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,879,516 | 82,682 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,966,004 | 56,787 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,533,496 | 80,382 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,125,993 | 124,103 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,700,064 | 135,160 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,663,604 | 209,385 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,414,378 | 315,639 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $26,519,259 | 366,947 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,481,685 | 63,769 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,425,539 | 260,154 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,878,026 | 374,069 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,138,566 | 243,679 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $74,168,772 | 1,564,412 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $71,686,130 | 1,583,524 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $70,954,518 | 1,740,788 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $70,810,824 | 1,955,020 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||