Position in BRO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$410,752
-$53,217 QoQ
Shares Held
6,403
-10.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 59 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 99.26596907699515.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7340309230048415.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DAVENPORT & Co LLC holds $216,252,189 across 5 Insurance Brokers names. BRO ranks #4 (0.2% of the industry book) .
All Filings in BRO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,752 | 6,403 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $463,969 | 7,115 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,343,100 | 29,399 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,195,706 | 34,073 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,002,074 | 36,097 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,603,846 | 45,047 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,936,747 | 38,588 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,935,764 | 37,990 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,447,560 | 38,559 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $525,327 | 6,001 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $350,998 | 4,936 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $351,365 | 5,031 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $346,334 | 5,031 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $275,788 | 4,803 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $259,042 | 4,547 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $249,963 | 4,133 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $203,548 | 3,489 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||