Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,219,500
+$1,582,282 QoQ
Shares Held
81,364
+45.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#205
of 806 holders
Holding Since
Jun 2024
9 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, 2026&PARTNERS holds $29,156,490 across 8 Insurance Brokers names. BRO ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
86,395 | $14,399,454 | |
| 2 | BRO |
Brown & Brown, Inc.
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|
81,364 | $5,219,500 | |
| 3 | AON |
Aon plc
|
13,005 | $4,313,628 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
10,225 | $2,347,353 | |
| 5 | CRVL |
Corvel Corp
|
31,780 | $1,986,885 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,774 | $463,670 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
5,472 | $265,392 | |
| 8 | CRD-A |
Crawford & Co
|
14,251 | $160,608 |
All Filings in BRO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,219,500 | 81,364 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||