Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,637,218
+$3,456 QoQ
Shares Held
55,777
+22.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026&PARTNERS holds $27,060,099 across 8 Insurance Brokers names. BRO ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
90,202 | $15,645,536 | |
| 2 | BRO |
Brown & Brown, Inc.
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|
55,777 | $3,637,218 | |
| 3 | AON |
Aon plc
|
11,213 | $3,619,332 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
8,030 | $1,739,137 | |
| 5 | CRVL |
Corvel Corp
|
31,228 | $1,706,610 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
7,147 | $304,891 | |
| 7 | WTW |
Willis Towers Watson PLC
|
1,023 | $297,386 | |
| 8 | CRD-A |
Crawford & Co
|
11,032 | $109,989 |
All Filings in BRO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,637,218 | 55,777 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,633,762 | 45,593 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,544,594 | 48,455 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,628,315 | 50,765 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,115,825 | 41,124 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,859,620 | 37,832 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,047,186 | 29,413 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,553,856 | 17,379 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||