Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,693,222
-$735,557 QoQ
Shares Held
571,991
-0.3% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#70
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026RHUMBLINE ADVISERS holds $471,384,148 across 15 Insurance Brokers names. BRO ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
892,176 | $148,698,973 | |
| 2 | AON |
Aon plc
|
360,106 | $119,443,559 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
420,980 | $96,644,378 | |
| 4 | WTW |
Willis Towers Watson PLC
|
174,221 | $45,536,142 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
571,991 | $36,693,222 | |
| 6 | ERIE |
Erie Indemnity Co
|
45,499 | $10,908,385 | |
| 7 | CRVL |
Corvel Corp
|
79,487 | $4,969,527 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
120,032 | $3,190,450 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,693,222 | 571,991 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $37,428,779 | 573,973 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $45,351,611 | 569,029 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $54,095,445 | 576,772 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $58,837,711 | 530,691 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $63,888,108 | 513,570 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $52,344,421 | 513,080 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $54,161,147 | 522,791 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $48,019,786 | 537,074 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $47,038,043 | 537,332 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $37,836,279 | 532,081 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $36,894,586 | 528,273 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $33,910,790 | 492,603 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $27,354,773 | 476,398 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $27,020,358 | 474,291 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,300,006 | 451,389 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $25,802,731 | 442,282 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $30,012,646 | 415,285 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $33,216,295 | 472,628 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $25,502,564 | 459,920 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $37,953,438 | 714,216 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $33,033,657 | 722,679 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $34,528,181 | 728,289 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $35,071,348 | 774,715 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $31,949,726 | 783,850 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $26,307,600 | 726,328 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||