Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$528,001,778
-$2,687,178 QoQ
Shares Held
8,230,737
+1.1% QoQ
Ownership
2.46%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#9
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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $7,045,499,710 across 16 Insurance Brokers names. BRO ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
13,510,274 | $2,251,757,367 | |
| 2 | AON |
Aon plc
|
5,180,553 | $1,718,337,624 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
6,298,870 | $1,446,031,585 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,601,654 | $679,994,305 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
8,230,737 | $528,001,778 | |
| 6 | ERIE |
Erie Indemnity Co
|
899,461 | $215,645,774 | |
| 7 | CRVL |
Corvel Corp
|
1,013,570 | $63,368,396 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
2,339,453 | $62,182,660 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,001,778 | 8,230,737 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $530,688,956 | 8,138,153 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $633,850,672 | 7,952,957 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $734,819,513 | 7,834,732 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $817,064,891 | 7,369,576 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $786,111,714 | 6,319,226 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $622,286,190 | 6,099,649 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $619,639,887 | 5,981,080 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $535,443,676 | 5,988,633 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $506,900,457 | 5,790,501 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $394,772,924 | 5,551,581 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $375,981,684 | 5,383,472 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $364,663,516 | 5,297,262 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $303,632,883 | 5,287,929 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $295,070,873 | 5,179,408 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $303,733,100 | 5,022,042 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $291,289,753 | 4,992,968 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $348,887,110 | 4,827,551 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $342,516,889 | 4,873,604 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $247,753,261 | 4,468,048 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $168,368,510 | 3,168,395 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $143,402,097 | 3,137,215 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $144,078,041 | 3,038,980 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $130,492,314 | 2,882,534 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $121,257,820 | 2,974,922 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $113,169,679 | 3,124,508 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||