Rathbones Group PLC

Position in BRO — Brown & Brown, Inc.

CIK 1351991 Liverpool, X0

Position in BRO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$75,266,620

-$2,915,413 QoQ

Shares Held

1,154,219

+17.7% QoQ

Ownership

0.341%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Rathbones Group PLC holds $319,949,248 across 5 Insurance Brokers names. BRO ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	1,356,972	$235,366,793
2	BRO	Brown & Brown, Inc. This page	1,154,219	$75,266,620
3	AJG	Arthur J. Gallagher & Co.	35,114	$7,604,990
4	AON	Aon plc	3,174	$1,024,503
5	WTW	Willis Towers Watson PLC	2,361	$686,342

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.