Position in BRO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$53,462,222
+$24,557,503 QoQ
Shares Held
819,847
+126.1% QoQ
Ownership
0.242%
of shares outstanding
% of Portfolio
3.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026BARR E S & CO holds $53,462,222 across 1 Insurance Brokers name. BRO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
819,847 | $53,462,222 |
All Filings in BRO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,462,222 | 819,847 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $28,904,719 | 362,669 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $28,577,625 | 304,698 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $214,755 | 1,937 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||