Position in BRO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$48,552,504
+$47,837,542 QoQ
Shares Held
756,859
+6803.1% QoQ
Ownership
0.226%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#53
of 806 holders
Holding Since
Mar 2020
26 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, 2026FIRST TRUST ADVISORS LP holds $392,613,162 across 8 Insurance Brokers names. BRO ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,319,512 | $219,923,064 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
756,859 | $48,552,504 | |
| 3 | AON |
Aon plc
|
131,003 | $43,452,385 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
171,579 | $39,389,391 | |
| 5 | WTW |
Willis Towers Watson PLC
|
147,759 | $38,619,769 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
62,929 | $1,672,652 | |
| 7 | ERIE |
Erie Indemnity Co
|
2,250 | $539,437 | |
| 8 | CRVL |
Corvel Corp
|
7,421 | $463,960 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,552,504 | 756,859 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $714,962 | 10,964 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $913,441 | 11,461 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,625,970 | 81,309 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $71,422,675 | 644,202 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $81,627,174 | 656,167 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $239,750,978 | 2,350,039 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $33,509,420 | 323,450 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $30,133,494 | 337,026 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,670,539 | 144,740 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $16,514,728 | 232,242 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $184,717,581 | 2,644,868 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $199,524,892 | 2,898,386 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,914,065 | 50,750 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,752,205 | 276,500 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,495,625 | 140,470 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,906,862 | 426,926 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $25,455,951 | 352,234 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,256,030 | 145,931 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,290,221 | 77,371 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $10,695,965 | 201,279 | Shares | Other | 2021-10-12 | |
| 2021-03-31 | $11,201,995 | 246,606 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $14,650,543 | 309,018 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $14,290,652 | 315,676 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $21,966,786 | 538,930 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $23,260,773 | 642,208 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||