Position in BRO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,857,870
-$2,372,125 QoQ
Shares Held
184,846
-15.3% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#122
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026VICTORY CAPITAL MANAGEMENT INC holds $177,637,289 across 10 Insurance Brokers names. BRO ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
338,998 | $88,603,907 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
175,423 | $29,237,751 | |
| 3 | AON |
Aon plc
|
60,303 | $20,001,902 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
85,372 | $19,598,850 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
184,846 | $11,857,870 | |
| 6 | ERIE |
Erie Indemnity Co
|
14,587 | $3,497,233 | |
| 7 | CRVL |
Corvel Corp
|
40,798 | $2,550,690 | |
| 8 | TWFG |
TWFG, Inc.
|
82,675 | $1,988,333 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,857,870 | 184,846 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,229,995 | 218,218 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,358,445 | 142,515 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,252,400 | 173,285 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,752,440 | 169,139 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $40,312,442 | 324,055 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $31,055,398 | 304,405 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $26,303,522 | 253,895 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $22,615,275 | 252,939 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $20,307,179 | 231,976 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $43,237,013 | 608,030 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $71,955,034 | 1,030,284 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $84,488,364 | 1,227,315 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $70,200,658 | 1,222,582 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $83,646,373 | 1,468,253 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $17,723,180 | 293,042 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $19,078,055 | 327,015 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $23,991,905 | 331,976 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $22,205,879 | 315,963 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $16,543,618 | 298,352 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $23,992,497 | 451,496 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $23,447,355 | 512,959 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $35,831,103 | 755,771 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $85,816,030 | 1,895,649 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $87,963,748 | 2,158,090 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $88,176,720 | 2,434,476 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||