Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,155,790
-$1,581,945 QoQ
Shares Held
18,017
-53.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 800 holders
Holding Since
Dec 2020
11 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, 2026Bridgewater Associates, LP holds $13,223,114 across 6 Insurance Brokers names. BRO ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
15,663 | $5,195,260 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
17,949 | $2,991,559 | |
| 3 | WTW |
Willis Towers Watson PLC
|
8,236 | $2,152,643 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
18,017 | $1,155,790 | |
| 5 | CRVL |
Corvel Corp
|
18,422 | $1,151,743 | |
| 6 | ERIE |
Erie Indemnity Co
|
2,403 | $576,119 |
All Filings in BRO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,155,790 | 18,017 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $2,737,735 | 38,500 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $6,599,233 | 115,837 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,980,854 | 65,821 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,827,687 | 65,610 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,060,417 | 70,021 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,804,748 | 54,137 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,467,743 | 116,641 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,207,549 | 116,815 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,158,924 | 90,985 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,599,471 | 33,737 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||