Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,008,614
-$96,989 QoQ
Shares Held
124,842
+0.4% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#157
of 806 holders
Holding Since
Mar 2020
26 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, 2026CANADA LIFE ASSURANCE Co holds $268,785,604 across 8 Insurance Brokers names. BRO ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,155,368 | $192,565,184 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
179,937 | $41,308,137 | |
| 3 | WTW |
Willis Towers Watson PLC
|
75,304 | $19,682,206 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
124,842 | $8,008,614 | |
| 5 | ERIE |
Erie Indemnity Co
|
18,551 | $4,447,602 | |
| 6 | CRVL |
Corvel Corp
|
25,389 | $1,587,320 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
20,349 | $986,926 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
7,510 | $199,615 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,008,614 | 124,842 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,105,603 | 124,300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,521,679 | 119,469 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,679,061 | 167,172 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $18,832,932 | 169,865 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $22,478,458 | 180,695 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,494,899 | 181,287 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,919,692 | 172,970 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,718,763 | 164,621 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,332,254 | 152,299 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,328,798 | 145,251 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,206,867 | 131,828 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,412,355 | 136,728 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,222,433 | 108,367 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,452,877 | 113,268 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,858,771 | 129,940 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,551,115 | 112,292 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,679,554 | 161,610 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $12,191,823 | 173,475 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,843,095 | 177,513 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,021,467 | 263,859 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $16,771,821 | 366,918 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $18,785,737 | 396,240 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $17,855,437 | 394,421 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $16,925,711 | 415,253 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $12,335,191 | 340,563 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||