Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,001,596
-$5,062,821 QoQ
Shares Held
171,498
-30.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#129
of 800 holders
Holding Since
Sep 2021
9 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, 2026MARSHALL WACE, LLP holds $265,115,717 across 15 Insurance Brokers names. BRO ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,043,399 | $173,903,310 | |
| 2 | GSHD |
Goosehead Insurance, Inc.
|
330,416 | $16,025,175 | |
| 3 | AON |
Aon plc
|
46,582 | $15,450,783 | |
| 4 | CRVL |
Corvel Corp
|
221,883 | $13,872,123 | |
| 5 | ARX |
Accelerant Holdings
|
1,109,675 | $13,005,390 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
171,498 | $11,001,596 | |
| 7 | TWFG |
TWFG, Inc.
|
408,732 | $9,830,003 | |
| 8 | WTW |
Willis Towers Watson PLC
|
25,772 | $6,736,027 |
All Filings in BRO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,001,596 | 171,498 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $16,064,417 | 246,349 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $671,791 | 8,429 | Shares | Other | 2026-02-13 | |
| 2024-12-31 | $4,437,053 | 43,492 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $418,233 | 4,037 | Shares | Other | 2024-11-14 | |
| 2023-06-30 | $4,836,491 | 70,257 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,386,980 | 24,155 | Shares | Other | 2023-05-15 | |
| 2022-06-30 | $924,864 | 15,853 | Shares | Other | 2022-08-15 | |
| 2021-09-30 | $230,727 | 4,161 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||