Position in BRO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,459,242
-$14,134,313 QoQ
Shares Held
178,632
-54.5% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#125
of 806 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CORTLAND ASSOCIATES INC/MO holds $57,054,193 across 2 Insurance Brokers names. BRO ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
174,446 | $45,594,951 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
178,632 | $11,459,242 |
All Filings in BRO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,459,242 | 178,632 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $25,593,555 | 392,479 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $23,068,766 | 289,445 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||