Position in BRO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,622
-$6,680 QoQ
Shares Held
150
-40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#706
of 800 holders
Holding Since
Dec 2021
19 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $350,576 across 8 Insurance Brokers names. BRO ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,333 | $222,171 | |
| 2 | AON |
Aon plc
|
148 | $49,090 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
146 | $33,517 | |
| 4 | WTW |
Willis Towers Watson PLC
|
115 | $30,057 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
150 | $9,622 | |
| 6 | ERIE |
Erie Indemnity Co
|
18 | $4,315 | |
| 7 | CRVL |
Corvel Corp
|
18 | $1,125 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
14 | $679 |
All Filings in BRO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,622 | 150 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $16,302 | 250 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $11,955 | 150 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,254 | 120 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,304 | 120 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $14,306 | 115 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $11,732 | 115 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $11,914 | 115 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $10,282 | 115 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $10,067 | 115 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $8,177 | 115 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $8,031 | 115 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $7,916 | 115 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $6,603 | 115 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,551 | 115 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $6,955 | 115 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,958 | 85 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,142 | 85 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $14,547 | 207 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||