Position in BRO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,264,268
-$27,150 QoQ
Shares Held
19,708
-0.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#337
of 800 holders
Holding Since
Dec 2022
15 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, 2026PRAXIS INVESTMENT MANAGEMENT INC holds $5,762,451 across 6 Insurance Brokers names. BRO ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
12,791 | $2,131,875 | |
| 2 | BRO |
Brown & Brown, Inc.
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|
19,708 | $1,264,268 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,261 | $978,197 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,325 | $607,685 | |
| 5 | CRVL |
Corvel Corp
|
6,700 | $418,884 | |
| 6 | AON |
Aon plc
|
1,090 | $361,542 |
All Filings in BRO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,264,268 | 19,708 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,291,418 | 19,804 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,165,851 | 14,628 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,041,350 | 11,103 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $1,582,114 | 14,270 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,775,188 | 14,270 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,455,825 | 14,270 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $1,558,144 | 15,040 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,344,726 | 15,040 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $1,316,601 | 15,040 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,069,494 | 15,040 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,050,393 | 15,040 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $937 | 15,040 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $863,596 | 15,040 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $856,828 | 15,040 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||