Position in BRO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$43,458,416
-$3,320,954 QoQ
Shares Held
677,450
-5.6% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#57
of 805 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NORDEA INVESTMENT MANAGEMENT AB holds $90,687,458 across 6 Insurance Brokers names. BRO ranks #1 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
677,450 | $43,458,416 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
175,952 | $29,325,918 | |
| 3 | AON |
Aon plc
|
23,104 | $7,663,365 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
28,678 | $6,583,608 | |
| 5 | WTW |
Willis Towers Watson PLC
|
11,631 | $3,039,994 | |
| 6 | ERIE |
Erie Indemnity Co
|
2,570 | $616,157 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,458,416 | 677,450 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $46,779,370 | 717,365 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $59,453,010 | 745,960 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $79,005,317 | 842,364 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $57,093,391 | 514,958 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $79,599,081 | 639,864 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,218,526 | 21,746 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,166,378 | 20,911 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,869,652 | 20,911 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,759,729 | 20,102 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,374,698 | 19,332 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,303,703 | 18,667 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,329,919 | 19,319 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,109,296 | 19,319 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,100,603 | 19,319 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $846,478 | 13,996 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $816,526 | 13,996 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $909,373 | 12,583 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $925,095 | 13,163 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $696,063 | 12,553 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $667,066 | 12,553 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $539,835 | 11,810 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $530,517 | 11,190 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $474,655 | 10,485 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $854,736 | 20,970 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $345,502 | 9,539 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||