Position in BRO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$115,405,332
+$7,165,878 QoQ
Shares Held
1,769,749
+30.3% QoQ
Ownership
0.522%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026NATIXIS ADVISORS, LLC holds $474,763,588 across 9 Insurance Brokers names. BRO ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
849,616 | $147,365,894 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
1,769,749 | $115,405,332 | |
| 3 | AON |
Aon plc
|
341,937 | $110,370,424 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
322,329 | $69,810,014 | |
| 5 | WTW |
Willis Towers Watson PLC
|
96,603 | $28,082,492 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
64,923 | $2,769,615 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
17,478 | $383,467 | |
| 8 | NP |
Neptune Insurance Holdings Inc.
|
15,282 | $369,671 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||