Position in BRO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$89,874
-$21,785 QoQ
Shares Held
1,401
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#619
of 800 holders
Holding Since
Mar 2020
23 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, 2026TRUST CO OF VERMONT holds $663,341 across 5 Insurance Brokers names. BRO ranks #3 (13.5% of the industry book) .
All Filings in BRO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,874 | 1,401 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $111,659 | 1,401 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $131,399 | 1,401 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $155,328 | 1,401 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $174,284 | 1,401 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $142,930 | 1,401 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $145,143 | 1,401 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $125,263 | 1,401 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $122,643 | 1,401 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $99,625 | 1,401 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $97,845 | 1,401 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $96,444 | 1,401 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $80,445 | 1,401 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $79,814 | 1,401 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $84,732 | 1,401 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $81,734 | 1,401 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $98,392 | 1,400 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $74,396 | 1,400 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $63,994 | 1,400 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $66,374 | 1,400 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $63,378 | 1,400 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $57,064 | 1,400 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $50,708 | 1,400 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||