Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$52,456,673
-$1,005,549 QoQ
Shares Held
817,719
-0.3% QoQ
Ownership
0.244%
of shares outstanding
% of Portfolio
4.81%
of 13F equity value
Holder Rank
#47
of 805 holders
Holding Since
Jun 2025
5 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, 2026BARR E S & CO holds $52,456,673 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
|
817,719 | $52,456,673 |
All Filings in BRO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,456,673 | 817,719 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||