Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,849,007
+$5,519,186 QoQ
Shares Held
122,354
+242.5% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#158
of 800 holders
Holding Since
Mar 2020
13 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, 2026CREDIT AGRICOLE S A holds $72,076,049 across 6 Insurance Brokers names. BRO ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
66,685 | $22,118,746 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
76,382 | $17,535,014 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
84,390 | $14,065,280 | |
| 4 | WTW |
Willis Towers Watson PLC
|
33,157 | $8,666,244 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
122,354 | $7,849,007 | |
| 6 | ERIE |
Erie Indemnity Co
|
7,682 | $1,841,758 |
All Filings in BRO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,849,007 | 122,354 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,329,821 | 35,728 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,417,030 | 118,156 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $25,291,782 | 269,664 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $29,781,608 | 239,402 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $24,966,841 | 244,725 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $22,870,008 | 220,753 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,180,143 | 136,228 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,612,760 | 144,080 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,855,214 | 96,403 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $154,555 | 2,213 | Shares | Defined | 2023-11-14 | |
| 2020-06-30 | $391,377 | 9,602 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $413,089 | 11,405 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||