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CONFLUENCE INVESTMENT MANAGEMENT LLC → BRO
CONFLUENCE INVESTMENT MANAGEMENT LLC BRO Position History
Brown & Brown, Inc. • Financial Services
Quarters held
10
Latest value
$93K
Q3 2026
Peak value
$32.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $27.9M |
| Q3 2025 | $71K |
| Q4 2025 | $32.8M |
| Q4 2025 | $104K |
| Q1 2026 | $26.3M |
| Q1 2026 | $103K |
| Q2 2026 | $24.7M |
| Q2 2026 | $111K |
| Q3 2026 | $21.3M |
| Q3 2026 | $93K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $93K | 1.5K | — | — |
| Q3 2026 | $21.3M | 350.2K | — | — |
| Q2 2026 | $111K | 1.7K | — | — |
| Q2 2026 | $24.7M | 384.3K | — | — |
| Q1 2026 | $103K | 1.6K | — | — |
| Q1 2026 | $26.3M | 403.1K | — | — |
| Q4 2025 | $104K | 1.3K | — | — |
| Q4 2025 | $32.8M | 412.0K | — | — |
| Q3 2025 | $71K | 757 | — | — |
| Q3 2025 | $27.9M | 297.6K | — | — |