Position in BRO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,361,858
-$988,990 QoQ
Shares Held
145,937
-8.1% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#146
of 806 holders
Holding Since
Mar 2020
26 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, 2026Janney Montgomery Scott LLC holds $85,949,439 across 9 Insurance Brokers names. BRO ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
213,611 | $35,602,545 | |
| 2 | AON |
Aon plc
|
75,224 | $24,951,048 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
145,937 | $9,361,858 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
33,864 | $7,774,158 | |
| 5 | ERIE |
Erie Indemnity Co
|
26,583 | $6,373,274 | |
| 6 | TREE |
LendingTree, Inc.
|
19,795 | $876,720 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
10,090 | $380,998 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
7,027 | $340,809 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,361,858 | 145,937 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,350,848 | 158,731 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,341,792 | 129,759 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,617,298 | 123,865 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $13,400,746 | 120,869 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $32,994,238 | 265,227 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $29,954,092 | 293,610 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $33,077,200 | 319,278 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $29,065,760 | 325,084 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $14,657,610 | 167,439 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $13,925,612 | 195,832 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $14,286,051 | 204,554 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,347,288 | 208,415 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $11,806,872 | 205,623 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,419,875 | 165,348 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,273,482 | 136,797 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,267,646 | 124,574 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,388,884 | 102,240 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,096,199 | 58,284 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,418,991 | 61,659 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,242,944 | 23,390 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,068,059 | 23,366 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,107,782 | 23,366 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,046,189 | 23,110 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $954,843 | 23,426 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $857,073 | 23,663 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||