Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$232,785,610
-$37,912,567 QoQ
Shares Held
3,569,784
+5.1% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88.82159256694523.ToString("F0")%
Shared 10.941362278502005.ToString("F0")%
None 0.23704515455276848.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026ROYAL BANK OF CANADA holds $1,186,985,924 across 18 Insurance Brokers names. BRO ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,316,579 | $575,260,622 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
3,569,784 | $232,785,610 | |
| 3 | AON |
Aon plc
|
688,130 | $222,114,597 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
484,330 | $104,896,187 | |
| 5 | WTW |
Willis Towers Watson PLC
|
76,235 | $22,161,510 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
778,281 | $17,075,483 | |
| 7 | ERIE |
Erie Indemnity Co
|
24,059 | $6,046,266 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
73,306 | $3,127,232 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,785,610 | 3,569,784 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $270,698,177 | 3,396,464 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $458,415,036 | 4,887,675 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $354,287,629 | 3,195,523 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $381,129,377 | 3,063,741 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $294,065,096 | 2,882,426 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $292,814,311 | 2,826,393 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $219,785,243 | 2,458,173 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $193,937,863 | 2,215,420 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $139,647,662 | 1,963,826 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $119,820,644 | 1,715,645 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $101,927,529 | 1,480,644 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $65,317,944 | 1,137,547 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $54,108,677 | 949,775 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $53,717,788 | 888,191 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $45,331,461 | 777,022 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $50,448,577 | 698,057 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $46,413,893 | 660,414 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $42,945,578 | 774,492 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $37,096,074 | 698,082 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $29,369,768 | 642,524 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $31,251,959 | 659,185 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $32,650,214 | 721,233 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $30,443,232 | 746,890 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $26,448,349 | 730,214 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||