Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,143,668
-$182,503 QoQ
Shares Held
251,655
+0.5% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#103
of 800 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Distillate Capital Partners LLC holds $84,393,054 across 4 Insurance Brokers names. BRO ranks #4 (19.1% of the industry book) .
All Filings in BRO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,143,668 | 251,655 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,326,171 | 250,363 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,394,382 | 168,060 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,341,219 | 174,232 | Shares | Sole | 2025-11-14 | |
| 2022-09-30 | $6,052,354 | 100,072 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,963,508 | 85,079 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,580,689 | 77,220 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,984,187 | 70,919 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,935,523 | 52,940 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,944,274 | 55,406 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,978,557 | 43,285 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,414,809 | 29,842 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||