Position in BRO
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,877,917
-$433,223 QoQ
Shares Held
28,798
-0.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026State of Alaska, Department of Revenue holds $36,843,639 across 10 Insurance Brokers names. BRO ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
64,672 | $11,217,358 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
46,922 | $10,162,366 | |
| 3 | AON |
Aon plc
|
26,675 | $8,610,156 | |
| 4 | WTW |
Willis Towers Watson PLC
|
9,339 | $2,714,847 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
28,798 | $1,877,917 | |
| 6 | CRVL |
Corvel Corp
|
18,684 | $1,021,079 | |
| 7 | ERIE |
Erie Indemnity Co
|
2,530 | $635,814 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
13,580 | $579,322 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,877,917 | 28,798 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,311,140 | 28,998 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,930,749 | 31,248 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,490,520 | 31,483 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,458,693 | 27,803 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,760,457 | 27,058 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,849,828 | 27,508 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,301,681 | 25,743 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,243,912 | 25,633 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,813,873 | 25,508 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,953,983 | 27,978 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,007,925 | 29,168 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,859,374 | 32,382 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,874,426 | 32,902 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,969,047 | 32,557 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,964,132 | 33,667 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $2,383,970 | 32,987 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,384,740 | 33,932 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,990,211 | 35,892 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,930,576 | 36,330 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $1,675,317 | 36,651 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,944,283 | 41,010 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $1,813,018 | 40,049 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $1,704,909 | 41,828 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $1,459,521 | 40,296 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||