INTECH INVESTMENT MANAGEMENT LLC
Position in BRO — Brown & Brown, Inc.
CIK 1086318
WEST PALM BEACH, FL
Position in BRO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,290,346
+$274,445 QoQ
Shares Held
35,703
+15.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#271
of 806 holders
Holding Since
Jun 2022
17 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, 2026INTECH INVESTMENT MANAGEMENT LLC holds $47,269,699 across 11 Insurance Brokers names. BRO ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
77,631 | $20,290,413 | |
| 2 | AON |
Aon plc
|
49,781 | $16,511,859 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
25,237 | $4,206,250 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
35,703 | $2,290,346 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
8,929 | $2,049,830 | |
| 6 | CRVL |
Corvel Corp
|
8,102 | $506,537 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
17,177 | $456,564 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,588 | $380,723 |
All Filings in BRO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,290,346 | 35,703 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,015,901 | 30,914 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,131,647 | 51,840 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $11,724,124 | 125,004 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $22,695,642 | 204,705 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $35,717,105 | 287,115 | Shares | Defined | 2025-05-20 | |
| 2024-12-31 | $49,457,153 | 484,779 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $42,817,361 | 413,295 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $38,928,398 | 435,392 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $37,836,538 | 432,220 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $13,323,169 | 187,360 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $8,662,813 | 124,038 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $9,754,421 | 141,697 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $9,101,414 | 158,506 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $14,394,666 | 252,671 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $16,729,674 | 276,615 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $12,379,514 | 212,196 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||