Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,933,977
-$270,022 QoQ
Shares Held
139,267
-1.3% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#148
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, 2026PRUDENTIAL FINANCIAL INC holds $100,928,350 across 10 Insurance Brokers names. BRO ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
247,827 | $41,305,325 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
121,518 | $27,896,886 | |
| 3 | AON |
Aon plc
|
38,313 | $12,708,038 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
139,267 | $8,933,977 | |
| 5 | CRVL |
Corvel Corp
|
54,959 | $3,436,036 | |
| 6 | ERIE |
Erie Indemnity Co
|
11,079 | $2,656,190 | |
| 7 | WTW |
Willis Towers Watson PLC
|
8,619 | $2,252,747 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
24,580 | $1,192,130 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,933,977 | 139,267 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $9,203,999 | 141,144 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $11,469,945 | 143,914 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,590,534 | 155,566 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $21,491,594 | 193,845 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $15,347,974 | 123,376 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,736,278 | 124,841 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $15,470,380 | 149,328 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,461,031 | 150,554 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $16,234,204 | 185,449 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $41,572,895 | 584,628 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $14,497,107 | 207,576 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $14,374,961 | 208,817 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,177,712 | 264,328 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,845,868 | 260,591 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $15,064,357 | 249,080 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $14,803,656 | 253,748 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $18,127,699 | 250,833 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $14,530,951 | 206,758 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,655,160 | 192,158 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,332,431 | 25,074 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,569,589 | 34,338 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,640,810 | 34,609 | Shares | Defined | 2021-08-16 | |
| 2020-09-30 | $11,543 | 255 | Shares | Defined | 2021-08-05 | |
| 2020-06-30 | $12,024 | 295 | Shares | Defined | 2021-08-05 | |
| 2020-03-31 | $10,684 | 295 | Shares | Defined | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||