Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$122,292,352
+$6,887,020 QoQ
Shares Held
1,906,350
+7.7% QoQ
Ownership
0.570%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#29
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NATIXIS ADVISORS, LLC holds $526,244,039 across 9 Insurance Brokers names. BRO ranks #3 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
448,019 | $148,603,422 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
541,466 | $124,304,349 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
1,906,350 | $122,292,352 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
635,893 | $105,984,285 | |
| 5 | WTW |
Willis Towers Watson PLC
|
82,306 | $21,512,318 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
46,092 | $2,235,462 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
21,526 | $678,069 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
12,683 | $337,114 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,292,352 | 1,906,350 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $115,405,332 | 1,769,749 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $108,239,454 | 1,358,086 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $105,759,667 | 1,127,622 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $125,353,058 | 1,130,631 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $119,209,161 | 958,273 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $85,877,171 | 841,768 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $80,749,362 | 779,434 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $65,597,255 | 733,668 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $28,678,454 | 327,604 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $11,381,582 | 160,056 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $8,221,494 | 117,719 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,384,574 | 121,798 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $6,481,684 | 112,882 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $4,418,365 | 77,556 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $6,800,673 | 112,445 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $8,341,861 | 142,987 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $8,170,845 | 113,060 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $10,525,764 | 149,769 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $7,888,649 | 142,266 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $6,042,655 | 113,712 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,962,604 | 42,936 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $1,861,648 | 39,267 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,574,264 | 34,775 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,396,722 | 34,267 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,089,135 | 30,070 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||