Position in BRO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$22,682,907
-$11,778,735 QoQ
Shares Held
347,844
-19.6% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.06%
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, 2026CIBC Asset Management Inc holds $105,957,505 across 6 Insurance Brokers names. BRO ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
179,578 | $31,147,804 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
347,844 | $22,682,907 | |
| 3 | AON |
Aon plc
|
68,971 | $22,262,459 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
72,457 | $15,692,737 | |
| 5 | WTW |
Willis Towers Watson PLC
|
42,465 | $12,344,575 | |
| 6 | ERIE |
Erie Indemnity Co
|
7,270 | $1,827,023 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,682,907 | 347,844 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $34,461,642 | 432,392 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,246,215 | 77,260 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,972,582 | 98,968 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,293,374 | 66,667 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,948,786 | 38,706 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,833,096 | 36,999 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,072,395 | 34,363 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,950,710 | 33,707 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,323,732 | 32,678 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,373,302 | 33,982 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,344,965 | 34,064 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,975,305 | 34,401 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,952,134 | 34,266 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,995,900 | 33,001 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,767,877 | 30,303 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,392,859 | 102,295 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,516,319 | 121,177 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,689,598 | 120,642 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $8,405,153 | 158,170 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,931,510 | 151,641 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,752,985 | 142,438 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $6,331,733 | 139,866 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $421,499 | 10,341 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $374,551 | 10,341 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||