Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,922,829
+$65,583 QoQ
Shares Held
29,974
+5.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#286
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BESSEMER GROUP INC holds $15,414,317 across 8 Insurance Brokers names. BRO ranks #5 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRVL |
Corvel Corp
|
56,161 | $3,511,185 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
14,851 | $3,407,964 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
18,567 | $3,089,730 | |
| 4 | AON |
Aon plc
|
8,332 | $2,763,637 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
29,974 | $1,922,829 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,992 | $520,646 | |
| 7 | ERIE |
Erie Indemnity Co
|
719 | $172,379 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
535 | $25,947 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,922,829 | 29,974 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,857,246 | 28,517 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $2,923,792 | 36,685 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,159,044 | 23,020 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $2,337,471 | 21,083 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $2,563,509 | 20,607 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $2,347,887 | 23,019 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,468,062 | 23,828 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,521,539 | 28,202 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,625,235 | 29,989 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $2,311,640 | 32,508 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,391,110 | 34,237 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,461,992 | 35,764 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,301,997 | 22,675 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $1,399,808 | 24,571 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,808,590 | 29,904 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,783,859 | 30,577 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,195,127 | 30,374 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,200,184 | 31,306 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $1,760,259 | 31,745 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,474,103 | 27,740 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $1,458,057 | 31,898 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,371,712 | 28,933 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,252,122 | 27,659 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $1,127,380 | 27,659 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $8,278,478 | 228,561 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||