Position in BRO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$150,480,030
-$7,892,637 QoQ
Shares Held
2,307,622
+16.1% QoQ
Ownership
0.681%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.38615943165735.ToString("F0")%
Shared 0.ToString("F0")%
None 4.613840568342649.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Madison Asset Management, LLC holds $214,480,067 across 3 Insurance Brokers names. BRO ranks #1 (70.2% of the industry book) .
All Filings in BRO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,480,030 | 2,307,622 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $158,372,667 | 1,987,110 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $188,401,600 | 2,008,760 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $226,428,248 | 2,042,286 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $256,382,677 | 2,060,954 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $198,030,817 | 1,941,098 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $179,719,685 | 1,734,746 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $149,091,711 | 1,667,506 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $134,365,758 | 1,534,907 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $96,823,944 | 1,361,608 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $92,690,251 | 1,327,180 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $90,393,666 | 1,313,098 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $75,479,910 | 1,314,523 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $75,496,757 | 1,325,202 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $80,210,027 | 1,326,224 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $76,872,342 | 1,317,661 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $97,280,840 | 1,346,075 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $95,494,847 | 1,358,777 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $76,726,553 | 1,383,707 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $73,606,499 | 1,385,143 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $63,777,106 | 1,395,255 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $66,873,843 | 1,410,543 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $64,136,634 | 1,416,758 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $58,844,396 | 1,443,680 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $52,596,112 | 1,452,129 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||