Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$775,958
-$19,213,253 QoQ
Shares Held
12,096
-96.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#397
of 783 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, 2026FEDERATED HERMES, INC. holds $14,133,663 across 8 Insurance Brokers names. BRO ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
33,109 | $8,653,698 | |
| 2 | LIFE |
Ethos Technologies Inc.
|
216,000 | $3,918,240 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
12,096 | $775,958 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,026 | $337,673 | |
| 5 | AON |
Aon plc
|
893 | $296,199 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
457 | $104,913 | |
| 7 | ERIE |
Erie Indemnity Co
|
106 | $25,413 | |
| 8 | CRVL |
Corvel Corp
|
345 | $21,569 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,958 | 12,096 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $19,989,211 | 306,536 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $964,051 | 12,096 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,304,712 | 13,911 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $23,626,506 | 213,101 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,751,178 | 14,077 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $9,837,380 | 96,426 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,795,482 | 94,551 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,082,562 | 68,030 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $5,952,893 | 68,002 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $14,682,364 | 206,474 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $15,723,915 | 225,142 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $19,856,278 | 288,441 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $17,587,056 | 306,288 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $16,927,780 | 297,135 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $20,192,698 | 333,874 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,022,200 | 428,903 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $34,024,208 | 470,793 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $47,644,077 | 677,918 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $37,036,274 | 667,922 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $38,091,495 | 716,814 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $41,285,362 | 903,202 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $42,235,387 | 890,854 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $43,460,602 | 960,031 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $40,095,204 | 983,690 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $44,655,817 | 1,232,905 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||