Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,180,757
-$15,659,556 QoQ
Shares Held
232,798
-39.8% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026DF DENT & CO INC holds $49,098,207 across 3 Insurance Brokers names. BRO ranks #2 (30.9% of the industry book) .
All Filings in BRO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,180,757 | 232,798 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,840,313 | 386,955 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $26,773,574 | 285,463 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||