Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,773,814
+$5,653,715 QoQ
Shares Held
119,212
+348.1% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Derivatives in BRO
reported options exposure · as of Jun 30, 2025CallValue
$14,468,535
CallShares
130,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Balyasny Asset Management L.P. holds $250,241,374 across 9 Insurance Brokers names. BRO ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
338,086 | $98,281,600 | |
| 2 | AON |
Aon plc
|
224,321 | $72,406,332 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
238,987 | $51,759,804 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
489,171 | $11,833,046 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
119,212 | $7,773,814 | |
| 6 | TWFG |
TWFG, Inc.
|
170,182 | $3,129,646 | |
| 7 | MRSH |
Marsh & Mclennan Companies, Inc.
|
12,488 | $2,166,043 | |
| 8 | CRVL |
Corvel Corp
|
30,212 | $1,651,085 |
All Filings in BRO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,773,814 | 119,212 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,120,099 | 26,601 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,556,351 | 16,594 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $494,119,650 | 4,456,748 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $14,468,535 | 130,500 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $571,618 | 4,595 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $70,097,431 | 687,095 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $760,320 | 7,339 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,157,999 | 24,136 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,184,031 | 59,219 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $945,478 | 13,296 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $43,500,612 | 622,861 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $62,518,194 | 1,097,388 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $48,454,277 | 801,162 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $35,763,002 | 613,010 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $7,720,459 | 106,828 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,706,146 | 337,310 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $69,673,035 | 1,256,502 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $64,304,873 | 1,210,103 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,761,948 | 366,702 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $45,144,276 | 952,210 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $19,380,992 | 428,120 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||