Position in BRO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,445,668
+$2,435,336 QoQ
Shares Held
144,850
+64.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $28,080,096 across 3 Insurance Brokers names. BRO ranks #2 (33.6% of the industry book) .
All Filings in BRO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,445,668 | 144,850 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,010,332 | 87,959 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,535,171 | 91,003 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,860,318 | 106,975 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,904,685 | 111,774 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,111,202 | 138,318 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,835,052 | 152,848 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,044,955 | 213,007 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,395,800 | 221,565 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,273,310 | 228,847 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,380,824 | 205,911 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,014,240 | 203,577 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,583,719 | 114,659 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,173,445 | 90,810 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,211,716 | 20,035 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,177,592 | 20,185 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,276,143 | 17,658 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $905,417 | 12,883 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $775,246 | 13,981 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $755,119 | 14,210 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $619,187 | 13,546 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $267,060 | 5,633 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||