Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$61,826,293
+$57,481,875 QoQ
Shares Held
963,777
+1346.6% QoQ
Ownership
0.288%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#41
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026AQR CAPITAL MANAGEMENT LLC holds $1,254,740,373 across 12 Insurance Brokers names. BRO ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,905,800 | $632,134,797 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,607,451 | $434,583,853 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
963,777 | $61,826,293 | |
| 4 | WTW |
Willis Towers Watson PLC
|
169,752 | $44,368,077 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
170,308 | $39,097,605 | |
| 6 | CRVL |
Corvel Corp
|
358,999 | $22,444,615 | |
| 7 | ERIE |
Erie Indemnity Co
|
34,537 | $8,280,244 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
87,985 | $4,267,271 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,826,293 | 963,777 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,344,418 | 66,622 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $10,786,197 | 135,335 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $112,952,983 | 1,204,318 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,505,343 | 67,695 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $4,160,431 | 33,444 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,466,843 | 24,180 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,339,183 | 22,579 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,110,382 | 12,419 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,199,879 | 25,130 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $898,402 | 12,634 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,618,610 | 23,176 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $4,231,043 | 61,462 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $9,872,909 | 171,942 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,941,800 | 104,297 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $9,199,249 | 152,104 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,066,561 | 155,409 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,470,548 | 89,533 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,955,597 | 84,741 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,966,490 | 89,567 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,134,610 | 77,806 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,516,470 | 76,930 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,482,378 | 94,545 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,837,990 | 84,780 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,441,489 | 84,433 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $3,266,283 | 90,179 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||