Position in BRO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,589,552
-$2,188,105 QoQ
Shares Held
102,721
-23.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#175
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, 2026TD Asset Management Inc holds $255,057,418 across 7 Insurance Brokers names. BRO ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
800,370 | $133,397,667 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
329,799 | $75,711,956 | |
| 3 | AON |
Aon plc
|
74,266 | $24,633,289 | |
| 4 | WTW |
Willis Towers Watson PLC
|
34,455 | $9,005,503 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
102,721 | $6,589,552 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
130,956 | $4,125,114 | |
| 7 | ERIE |
Erie Indemnity Co
|
6,650 | $1,594,337 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,589,552 | 102,721 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,777,657 | 134,606 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,788,909 | 135,369 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,104,244 | 139,719 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $24,956,615 | 225,098 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $30,339,542 | 243,887 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $24,859,009 | 243,668 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $25,005,517 | 241,366 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $22,491,263 | 251,552 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $19,480,188 | 222,529 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $15,895,431 | 223,533 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $14,935,703 | 213,856 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $14,700,782 | 213,550 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,525,541 | 218,139 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,369,440 | 217,122 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,855,712 | 196,027 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $12,736,613 | 218,317 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $19,552,359 | 270,546 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $17,270,185 | 245,734 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $13,709,180 | 247,235 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $12,054,011 | 226,835 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $13,279,349 | 290,513 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $16,061,512 | 338,779 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,768,084 | 348,312 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $14,325,754 | 351,466 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,402,136 | 204,366 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||