Position in BRO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$714,962
-$198,479 QoQ
Shares Held
10,964
-4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026FIRST TRUST ADVISORS LP holds $325,097,178 across 7 Insurance Brokers names. BRO ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,332,401 | $231,104,953 | |
| 2 | WTW |
Willis Towers Watson PLC
|
154,214 | $44,830,009 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
170,126 | $36,845,889 | |
| 4 | AON |
Aon plc
|
27,672 | $8,931,968 | |
| 5 | ERIE |
Erie Indemnity Co
|
7,285 | $1,830,793 | |
| 6 | CRVL |
Corvel Corp
|
15,345 | $838,604 | |
| 7 | BRO |
Brown & Brown, Inc.
This page
|
10,964 | $714,962 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $11,272,359 | 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. | ||||||