Position in BRO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$834,783
-$48,616 QoQ
Shares Held
13,013
-3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#390
of 800 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026GLENMEDE TRUST CO NA holds $45,521,290 across 5 Insurance Brokers names. BRO ranks #5 (1.8% of the industry book) .
All Filings in BRO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,783 | 13,013 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $883,399 | 13,547 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $1,569,372 | 19,691 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $1,967,758 | 15,818 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,632,319 | 16,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,660,810 | 16,031 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,790,524 | 20,026 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,522,407 | 17,391 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,106,258 | 15,557 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,300,909 | 18,627 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $923,006 | 13,408 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $769,887 | 13,408 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $835,692 | 14,669 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $778,377 | 12,870 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $711,631 | 12,198 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $702,824 | 9,725 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,865,652 | 26,546 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,372,220 | 24,747 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,498,494 | 28,199 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,102,022 | 24,109 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $482,396 | 10,175 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $523,999 | 11,575 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $287,561 | 7,055 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $19,051 | 526 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||