CONFLUENCE INVESTMENT MANAGEMENT LLC
Position in BRO — Brown & Brown, Inc.
CIK 1442056
ST. LOUIS, MO
Position in BRO
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$24,763,823
-$1,623,076 QoQ
Shares Held
386,030
-4.6% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2
of 46 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99.72903590144782.ToString("F0")%
Shared 0.ToString("F0")%
None 0.27096409855218134.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CONFLUENCE INVESTMENT MANAGEMENT LLC holds $24,763,823 across 1 Insurance Brokers name. BRO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
386,030 | $24,763,823 |
All Filings in BRO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,763,823 | 386,030 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $26,386,899 | 404,645 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $32,941,524 | 413,319 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $27,983,184 | 298,360 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $33,239,379 | 299,805 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $61,394,509 | 493,525 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $53,497,961 | 524,387 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $56,056,924 | 541,090 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $49,417,353 | 552,705 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $49,598,325 | 566,579 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $42,085,314 | 591,834 | Shares | Sole | 2024-11-05 | |
| 2023-09-30 | $42,054,853 | 602,160 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $42,862,468 | 622,639 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $35,788,565 | 623,277 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $34,822,114 | 611,236 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $36,979,709 | 611,437 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $35,807,807 | 613,778 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $47,418,586 | 656,131 | Shares | Sole | 2022-04-04 | |
| 2021-12-31 | $50,655,996 | 720,774 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $47,060,692 | 848,705 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $51,295,935 | 965,298 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $43,869,257 | 959,730 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $45,275,506 | 954,978 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $44,134,084 | 974,908 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $40,872,334 | 1,002,756 | Shares | Sole | 2020-07-01 | |
| 2020-03-31 | $38,234,664 | 1,055,623 | Shares | Sole | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||