WCM INVESTMENT MANAGEMENT, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1061186 LAGUNA BEACH, CA

Position in BRO

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$1,405,992

-$113,488 QoQ

Shares Held

21,561

+13.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

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")%

Financial Services · as of Mar 31, 2026

WCM INVESTMENT MANAGEMENT, LLC holds $1,143,267,950 across 3 Insurance Brokers names. BRO ranks #3 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	1,952,379	$630,188,893
2	AJG	Arthur J. Gallagher & Co.	2,362,513	$511,673,065
3	BRO	Brown & Brown, Inc. This page	21,561	$1,405,992

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,405,992	21,561	+13.1%	Shares	Sole	2026-05-07
2025-12-31	$1,519,480	19,065	-38.1%	Shares	Sole	2026-02-09
2025-09-30	$2,888,544	30,798	-30.9%	Shares	Sole	2025-11-04
2025-06-30	$4,942,141	44,576	-2.0%	Shares	Sole	2025-07-29
2025-03-31	$5,658,831	45,489	-20.3%	Shares	Sole	2025-04-28
2024-12-31	$5,819,220	57,040	-6.3%	Shares	Sole	2025-02-11
2024-09-30	$6,308,307	60,891	+0.2%	Shares	Sole	2024-11-04
2024-06-30	$5,431,031	60,743	+0.1%	Shares	Sole	2024-07-31
2024-03-31	$5,309,913	60,657	-43.8%	Shares	Sole	2024-04-25
2023-12-31	$7,678,386	107,979	+13.4%	Shares	Sole	2024-01-29
2023-09-30	$6,650,933	95,231	+0.0%	Shares	Sole	2023-10-10
2023-06-30	$6,553,568	95,200	-1.9%	Shares	Sole	2023-07-14
2023-03-31	$5,573,931	97,073	+0.7%	Shares	Sole	2023-05-15
2022-12-31	$5,492,933	96,418	+404.0%	Shares	Sole	2023-02-07
2022-09-30	$1,157,042	19,131	+2.1%	Shares	Sole	2022-10-18
2022-06-30	$1,092,941	18,734	+0.4%	Shares	Sole	2022-08-09
2022-03-31	$1,348,775	18,663	-17.1%	Shares	Sole	2022-05-06
2021-12-31	$1,582,986	22,524	+0.7%	Shares	Sole	2022-01-26
2021-09-30	$1,239,695	22,357	+0.7%	Shares	Sole	2021-11-02
2021-06-30	$1,179,920	22,204	0.0%	Shares	Sole	2021-08-05
2021-03-31	$1,014,944	22,204	+12.2%	Shares	Sole	2021-05-13
2020-12-31	$937,912	19,783	+3.0%	Shares	Sole	2021-02-23
2020-09-30	$869,863	19,215	0.0%	Shares	Sole	2020-11-06
2020-06-30	$783,203	19,215	0.0%	Shares	Sole	2020-08-18
2020-03-31	$695,967	19,215	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.