Position in BRO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$6,793,251
-$84,380 QoQ
Shares Held
104,175
+20.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77.82385409167266.ToString("F0")%
Shared 0.ToString("F0")%
None 22.17614590832733.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Boston Trust Walden Corp holds $64,789,051 across 3 Insurance Brokers names. BRO ranks #3 (10.5% of the industry book) .
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,793,251 | 104,175 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $6,877,631 | 86,294 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $6,346,487 | 67,667 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $7,421,859 | 66,942 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $8,430,961 | 67,773 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $6,969,801 | 68,318 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $10,306,024 | 99,479 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $8,990,890 | 100,558 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $8,775,271 | 100,243 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $9,391,995 | 132,077 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $9,134,582 | 130,793 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $9,027,195 | 131,133 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $7,053,357 | 122,838 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $5,674,097 | 99,598 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $5,263,150 | 87,023 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $27,817,736 | 476,821 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $40,830,453 | 564,971 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $42,963,358 | 611,317 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $34,241,206 | 617,515 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $26,150,353 | 492,103 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $21,046,072 | 460,426 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $16,211,990 | 341,953 | Shares | Defined | 2021-01-15 | |
| 2020-09-30 | $15,430,324 | 340,851 | Shares | Defined | 2020-10-14 | |
| 2020-06-30 | $13,760,982 | 337,610 | Shares | Defined | 2020-07-23 | |
| 2020-03-31 | $13,402,051 | 370,018 | Shares | Defined | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||