Position in BRO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$38,081,270
-$2,028,472 QoQ
Shares Held
583,979
+16.0% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026NOMURA ASSET MANAGEMENT CO LTD holds $230,263,791 across 6 Insurance Brokers names. BRO ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
174,425 | $56,300,901 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
308,977 | $53,592,060 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
583,979 | $38,081,270 | |
| 4 | ERIE |
Erie Indemnity Co
|
145,427 | $36,547,259 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
164,861 | $35,705,593 | |
| 6 | WTW |
Willis Towers Watson PLC
|
34,526 | $10,036,708 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,081,270 | 583,979 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $40,109,742 | 503,259 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $44,197,505 | 471,239 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $44,640,253 | 402,636 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $53,174,531 | 427,448 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $45,061,519 | 441,693 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $44,715,521 | 431,617 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $42,567,028 | 476,088 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $39,733,618 | 453,891 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $29,908,794 | 420,599 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $30,103,903 | 431,041 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $27,230,350 | 395,560 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,357,686 | 354,540 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $15,026,976 | 263,770 | Shares | Sole | 2025-01-10 | |
| 2022-09-30 | $14,162,601 | 234,170 | Shares | Sole | 2025-01-10 | |
| 2022-06-30 | $11,110,853 | 190,450 | Shares | Sole | 2025-01-10 | |
| 2022-03-31 | $12,505,600 | 173,040 | Shares | Sole | 2025-01-10 | |
| 2021-12-31 | $3,742,410 | 53,250 | Shares | Sole | 2025-01-10 | |
| 2021-09-30 | $3,049,250 | 54,991 | Shares | Sole | 2025-01-10 | |
| 2021-06-30 | $2,754,299 | 51,831 | Shares | Sole | 2025-01-10 | |
| 2021-03-31 | $2,190,926 | 47,931 | Shares | Sole | 2025-01-10 | |
| 2020-12-31 | $2,231,162 | 47,061 | Shares | Sole | 2025-01-10 | |
| 2020-09-30 | $2,253,948 | 49,789 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,750,234 | 42,940 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,103,730 | 58,082 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||