Position in BRO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$569,395
-$3,605 QoQ
Shares Held
8,876
+1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#97
of 235 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Sterling Capital Management LLC holds $32,574,505 across 11 Insurance Brokers names. BRO ranks #3 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
183,605 | $30,601,444 | |
| 2 | WTW |
Willis Towers Watson PLC
|
3,012 | $787,246 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
8,876 | $569,395 | |
| 4 | AON |
Aon plc
|
1,009 | $334,675 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
968 | $222,223 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
436 | $21,146 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
574 | $18,081 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
344 | $9,143 |
All Filings in BRO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,395 | 8,876 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $573,000 | 8,787 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,088,588 | 114,035 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,621,507 | 134,572 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,955,032 | 134,888 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,666,499 | 174,168 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,326,260 | 179,634 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,434,685 | 197,246 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||