Position in BRO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$907,273
+$412,525 QoQ
Shares Held
14,143
+86.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#372
of 783 holders
Holding Since
Sep 2024
7 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, 2026BRIGHTON JONES LLC holds $8,579,312 across 8 Insurance Brokers names. BRO ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
10,813 | $3,586,563 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
18,527 | $3,087,895 | |
| 3 | BRO |
Brown & Brown, Inc.
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|
14,143 | $907,273 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,783 | $466,022 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
1,149 | $263,775 | |
| 6 | CRVL |
Corvel Corp
|
3,726 | $232,949 | |
| 7 | SLQT |
SelectQuote, Inc.
|
22,872 | $19,235 | |
| 8 | EHTH |
eHealth, Inc.
|
10,470 | $15,600 |
All Filings in BRO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907,273 | 14,143 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $494,748 | 7,587 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $1,647,327 | 17,564 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $994,725 | 8,972 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,156,546 | 9,297 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,029,381 | 10,090 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $1,099,299 | 10,611 | Shares | Sole | 2025-03-04 | |
| No filing history on record for this holder in this stock. | ||||||