Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,967,872
-$44,173,275 QoQ
Shares Held
295,680
-69.5% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#97
of 805 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Champlain Investment Partners, LLC holds $71,279,302 across 3 Insurance Brokers names. BRO ranks #3 (26.6% of the industry book) .
All Filings in BRO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,967,872 | 295,680 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $63,141,147 | 968,274 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $87,615,007 | 1,099,310 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||