Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,953,463
-$167,296 QoQ
Shares Held
248,690
+0.6% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#105
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, 2026AVIVA PLC holds $248,776,386 across 7 Insurance Brokers names. BRO ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
267,360 | $88,680,638 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
421,228 | $70,206,070 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
211,681 | $48,595,607 | |
| 4 | WTW |
Willis Towers Watson PLC
|
83,031 | $21,701,812 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
248,690 | $15,953,463 | |
| 6 | ERIE |
Erie Indemnity Co
|
13,290 | $3,186,277 | |
| 7 | CRVL |
Corvel Corp
|
7,238 | $452,519 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,953,463 | 248,690 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $16,120,759 | 247,213 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $19,091,497 | 239,542 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $21,365,080 | 227,797 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,558,481 | 158,370 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $7,466,488 | 60,020 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,416,853 | 53,096 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,609,318 | 54,144 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,760,546 | 53,244 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $6,215,515 | 71,002 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $12,904,687 | 181,475 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $13,491,970 | 193,184 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,358,363 | 179,523 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $21,356,852 | 371,941 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,141,793 | 195,573 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,999,276 | 82,660 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,833,754 | 65,714 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $9,587,049 | 132,656 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,713,412 | 81,295 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $3,977,095 | 71,724 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,052,456 | 76,260 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $3,595,868 | 78,667 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,950,344 | 188,786 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $8,420,084 | 185,997 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,587,217 | 137,076 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,006,829 | 221,061 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||