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Boston Trust Walden Corp → BRO
Boston Trust Walden Corp BRO Position History
Brown & Brown, Inc. • Financial Services
Quarters held
8
Latest value
$2.9M
Q3 2026
Peak value
$3.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.1M |
| Q4 2025 | $3.8M |
| Q1 2026 | $3M |
| Q1 2026 | $3.8M |
| Q2 2026 | $2.2M |
| Q2 2026 | $3.3M |
| Q3 2026 | $1.6M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 48.4K | — | — |
| Q3 2026 | $1.6M | 27.0K | — | — |
| Q2 2026 | $3.3M | 51.7K | — | — |
| Q2 2026 | $2.2M | 34.2K | — | — |
| Q1 2026 | $3.8M | 57.6K | — | — |
| Q1 2026 | $3M | 46.6K | — | — |
| Q4 2025 | $3.8M | 47.8K | — | — |
| Q4 2025 | $3.1M | 38.5K | — | — |
Other funds holding BRO
$931.1M
$931.1M
$898.4M