Rathbones Group PLC

Position in BRO — Brown & Brown, Inc.

CIK 1351991 Liverpool, X0

Position in BRO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$616,353

-$74,650,267 QoQ

Shares Held

9,608

-99.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#435

of 805 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rathbones Group PLC holds $293,339,540 across 5 Insurance Brokers names. BRO ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	1,733,034	$288,844,776
2	AJG	Arthur J. Gallagher & Co.	9,796	$2,248,867
3	AON	Aon plc	3,210	$1,064,724
4	BRO	Brown & Brown, Inc. This page	9,608	$616,353
5	WTW	Willis Towers Watson PLC	2,161	$564,820

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$616,353	9,608	-99.2%	Shares	Sole	2026-07-23
2026-03-31	$75,266,620	1,154,219	+17.7%	Shares	Sole	2026-05-12
2025-12-31	$78,182,033	980,954	+23.4%	Shares	Sole	2026-02-06
2025-09-30	$74,535,194	794,703	+34.8%	Shares	Sole	2025-11-13
2025-06-30	$65,353,430	589,460	+45.1%	Shares	Sole	2025-08-07
2025-03-31	$50,553,547	406,379	+47.5%	Shares	Sole	2025-05-13
2024-12-31	$28,102,123	275,457	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.