Skip to main content
Equibles

GUGGENHEIM CAPITAL LLC

Position in BRO — Brown & Brown, Inc.

CIK 1283072 Chicago, IL
Back to BRO Full portfolio

Position in BRO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,500,951
-$1,928,568 QoQ
Shares Held
38,986
-42.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#263
of 806 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

GUGGENHEIM CAPITAL LLC holds $30,977,526 across 7 Insurance Brokers names. BRO ranks #4 (8.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AON
Aon plc
 34,639 $11,489,409
2 MRSH
Marsh & Mclennan Companies, Inc.
 55,200 $9,200,183
3 ERIE
Erie Indemnity Co
 21,310 $5,109,072
4 BRO
Brown & Brown, Inc.
This page 		38,986 $2,500,951
5 SLQT
SelectQuote, Inc.
 1,199,960 $1,009,166
6 AJG
Arthur J. Gallagher & Co.
 4,121 $946,057
7 WTW
Willis Towers Watson PLC
 2,765 $722,688

All Filings in BRO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,500,951 38,986
2026-03-31 $4,429,519 67,927
2025-12-31 $5,718,633 71,752
2025-09-30 $9,573,519 102,074
2025-06-30 $11,772,951 106,187
2025-03-31 $15,763,843 126,719
2024-12-31 $12,047,642 118,091
2024-09-30 $9,258,731 89,370
2024-06-30 $7,207,160 80,608
2024-03-31 $5,638,012 64,405
2023-12-31 $4,013,732 56,444
2023-09-30 $2,322,319 33,252
2023-06-30 $1,774,900 25,783
2023-03-31 $610,029 10,624
2022-12-31 $562,179 9,868
2022-09-30 $784,605 12,973
2022-06-30 $856,429 14,680
2022-03-31 $2,262,989 31,313
2021-12-31 $2,442,650 34,756
2021-09-30 $2,420,613 43,654
2021-06-30 $1,577,832 29,692
2021-03-31 $1,437,487 31,448
2020-12-31 $1,326,389 27,977
2020-09-30 $1,017,850 22,484
2020-06-30 $728,218 17,866
2020-03-31 $643,158 17,757