Position in BRO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,008,555,393
-$9,289,235 QoQ
Shares Held
15,721,830
+0.7% QoQ
Ownership
4.70%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#4
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,056,991,337 across 8 Insurance Brokers names. BRO ranks #1 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
15,721,830 | $1,008,555,393 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,494,796 | $802,300,315 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
604,724 | $100,789,348 | |
| 4 | AON |
Aon plc
|
260,063 | $86,260,294 | |
| 5 | WTW |
Willis Towers Watson PLC
|
114,472 | $29,919,546 | |
| 6 | CRVL |
Corvel Corp
|
181,994 | $11,378,264 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
221,310 | $10,733,534 | |
| 8 | ERIE |
Erie Indemnity Co
|
29,425 | $7,054,643 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,555,393 | 15,721,830 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,017,844,628 | 15,608,720 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,224,395,075 | 15,362,548 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,445,884,457 | 15,416,190 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $1,507,273,324 | 13,594,961 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,609,741,720 | 12,940,046 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $1,316,258,774 | 12,901,968 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,326,892,947 | 12,807,847 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,144,893,171 | 12,804,979 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $1,113,347,287 | 12,718,155 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $876,495,103 | 12,325,905 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $840,298,256 | 12,031,762 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $827,802,719 | 12,025,025 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $674,727,260 | 11,750,736 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $639,353,800 | 11,222,640 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $612,718,100 | 10,130,921 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $558,864,120 | 9,579,433 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $639,897,802 | 8,854,266 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $571,446,047 | 8,130,991 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $445,192,633 | 8,028,722 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $463,637,465 | 8,724,830 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $401,839,718 | 8,791,068 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $419,558,113 | 8,849,570 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $405,472,615 | 8,956,762 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $370,041,290 | 9,078,540 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $332,460,083 | 9,178,909 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||