Position in BRO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,421,511
+$10,583 QoQ
Shares Held
21,799
+23.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 74%
Shared 14%
None 12%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Ameritas Investment Partners, Inc. holds $5,424,145 across 13 Insurance Brokers names. BRO ranks #1 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
21,799 | $1,421,511 | |
| 2 | WTW |
Willis Towers Watson PLC
|
4,505 | $1,309,602 | |
| 3 | AON |
Aon plc
|
2,794 | $901,846 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,711 | $817,122 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
2,298 | $497,700 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
7,834 | $171,877 | |
| 7 | CRVL |
Corvel Corp
|
2,433 | $132,963 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
2,016 | $86,002 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,421,511 | 21,799 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,410,928 | 17,703 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,699,285 | 18,118 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,852,858 | 16,712 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,123,507 | 17,070 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,995,919 | 19,564 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,166,897 | 20,916 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,860,711 | 20,811 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,035,160 | 11,825 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $840,875 | 11,825 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,186,232 | 16,985 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,169,247 | 16,985 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,337,024 | 23,285 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,326,546 | 23,285 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,408,276 | 23,285 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,373,790 | 23,548 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,701,813 | 23,548 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,654,953 | 23,548 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,607,661 | 28,993 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,733,445 | 89,075 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,119,293 | 90,118 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $4,318,387 | 91,086 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $4,419,890 | 97,634 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,043,351 | 99,199 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $3,502,075 | 96,689 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||