Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$462,991
-$4,186,228 QoQ
Shares Held
7,100
-87.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Derivatives in BRO
reported options exposure · as of Mar 31, 2026CallValue
$1,167,259
CallShares
17,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026D. E. Shaw & Co., Inc. holds $352,168,964 across 9 Insurance Brokers names. BRO ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,729,550 | $299,990,446 | |
| 2 | AON |
Aon plc
|
128,323 | $41,420,097 | |
| 3 | CRVL |
Corvel Corp
|
78,097 | $4,268,000 | |
| 4 | ERIE |
Erie Indemnity Co
|
11,758 | $2,954,902 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
49,396 | $2,107,232 | |
| 6 | EHTH |
eHealth, Inc.
|
469,551 | $605,720 | |
| 7 | BRO |
Brown & Brown, Inc.
This page
|
7,100 | $462,991 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
30,000 | $335,100 |
All Filings in BRO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $462,991 | 7,100 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $1,167,259 | 17,900 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $4,649,219 | 58,334 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $24,910,154 | 265,595 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $64,717,035 | 583,720 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,467,792 | 108,262 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $19,910,835 | 195,166 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $24,556,928 | 237,036 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $19,972,226 | 223,378 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $21,981,118 | 251,098 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $17,300,493 | 243,292 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,510,104 | 107,533 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,059,726 | 146,132 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,311,115 | 127,327 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,614,517 | 63,446 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $21,662,000 | 358,168 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,171,006 | 37,213 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,579,316 | 21,853 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $2,897,706 | 52,258 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,196,336 | 116,604 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,641,843 | 167,181 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||