Position in BRO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$63,141,147
-$24,473,860 QoQ
Shares Held
968,274
-11.9% QoQ
Ownership
0.286%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 93.80030859033704.ToString("F0")%
Shared 0.ToString("F0")%
None 6.199691409662967.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Champlain Investment Partners, LLC holds $85,832,811 across 2 Insurance Brokers names. BRO ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
968,274 | $63,141,147 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
|
1,034,260 | $22,691,664 |
All Filings in BRO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||