Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,429,519
-$1,289,114 QoQ
Shares Held
67,927
-5.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026GUGGENHEIM CAPITAL LLC holds $26,691,809 across 7 Insurance Brokers names. BRO ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
57,335 | $9,944,754 | |
| 2 | AON |
Aon plc
|
20,069 | $6,477,871 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
67,927 | $4,429,519 | |
| 4 | ERIE |
Erie Indemnity Co
|
15,353 | $3,858,361 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
3,591 | $777,738 | |
| 6 | SLQT |
SelectQuote, Inc.
|
1,201,210 | $756,761 | |
| 7 | WTW |
Willis Towers Watson PLC
|
1,537 | $446,805 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,429,519 | 67,927 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,718,633 | 71,752 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,573,519 | 102,074 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,772,951 | 106,187 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $15,763,843 | 126,719 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $12,047,642 | 118,091 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,258,731 | 89,370 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,207,160 | 80,608 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,638,012 | 64,405 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,013,732 | 56,444 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,322,319 | 33,252 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,774,900 | 25,783 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $610,029 | 10,624 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $562,179 | 9,868 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $784,605 | 12,973 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $856,429 | 14,680 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,262,989 | 31,313 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,442,650 | 34,756 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,420,613 | 43,654 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,577,832 | 29,692 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,437,487 | 31,448 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,326,389 | 27,977 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,017,850 | 22,484 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $728,218 | 17,866 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $643,158 | 17,757 | Shares | Defined | 2020-06-02 | |
| No filing history on record for this holder in this stock. | ||||||