Boston Trust Walden Corp

Position in BRO — Brown & Brown, Inc.

CIK 1534866 BOSTON, MA

Back to BRO Full portfolio

Position in BRO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,512,986

-$1,280,265 QoQ

Shares Held

85,939

-17.5% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#192

of 805 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Common Shares in BRO Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Boston Trust Walden Corp holds $50,009,300 across 3 Insurance Brokers names. BRO ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRVL	Corvel Corp	415,013	$25,946,611
2	MRSH	Marsh & Mclennan Companies, Inc.	111,296	$18,549,703
3	BRO	Brown & Brown, Inc. This page	85,939	$5,512,986

All Filings in BRO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,512,986	85,939	-17.5%	Shares	Defined	2026-07-24
2026-03-31	$6,793,251	104,175	+20.7%	Shares	Defined	2026-04-24
2025-12-31	$6,877,631	86,294	+27.5%	Shares	Defined	2026-01-28
2025-09-30	$6,346,487	67,667	+1.1%	Shares	Defined	2025-10-17
2025-06-30	$7,421,859	66,942	-1.2%	Shares	Defined	2025-07-28
2025-03-31	$8,430,961	67,773	-0.8%	Shares	Defined	2025-04-21
2024-12-31	$6,969,801	68,318	-31.3%	Shares	Defined	2025-01-24
2024-09-30	$10,306,024	99,479	-1.1%	Shares	Defined	2024-10-24
2024-06-30	$8,990,890	100,558	+0.3%	Shares	Defined	2024-07-19
2024-03-31	$8,775,271	100,243	-24.1%	Shares	Defined	2024-04-22
2023-12-31	$9,391,995	132,077	+1.0%	Shares	Defined	2024-01-24
2023-09-30	$9,134,582	130,793	-0.3%	Shares	Defined	2023-10-18
2023-06-30	$9,027,195	131,133	+6.8%	Shares	Defined	2023-07-24
2023-03-31	$7,053,357	122,838	+23.3%	Shares	Defined	2023-04-19
2022-12-31	$5,674,097	99,598	+14.5%	Shares	Defined	2023-01-20
2022-09-30	$5,263,150	87,023	-81.7%	Shares	Defined	2022-10-19
2022-06-30	$27,817,736	476,821	-15.6%	Shares	Defined	2022-07-22
2022-03-31	$40,830,453	564,971	-7.6%	Shares	Defined	2022-04-20
2021-12-31	$42,963,358	611,317	-1.0%	Shares	Defined	2022-01-21
2021-09-30	$34,241,206	617,515	+25.5%	Shares	Defined	2021-10-25
2021-06-30	$26,150,353	492,103	+6.9%	Shares	Defined	2021-07-22
2021-03-31	$21,046,072	460,426	+34.6%	Shares	Defined	2021-04-21
2020-12-31	$16,211,990	341,953	+0.3%	Shares	Defined	2021-01-15
2020-09-30	$15,430,324	340,851	+1.0%	Shares	Defined	2020-10-14
2020-06-30	$13,760,982	337,610	-8.8%	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.