Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,285,052
-$4,946,053 QoQ
Shares Held
20,032
-74.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#328
of 783 holders
Holding Since
Mar 2021
21 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, 2026Mariner, LLC holds $140,133,571 across 10 Insurance Brokers names. BRO ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
498,195 | $83,034,159 | |
| 2 | AON |
Aon plc
|
133,194 | $44,179,117 | |
| 3 | SLQT |
SelectQuote, Inc.
|
6,553,063 | $5,511,125 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
11,893 | $2,730,275 | |
| 5 | CRVL |
Corvel Corp
|
24,725 | $1,545,807 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
20,032 | $1,285,052 | |
| 7 | ERIE |
Erie Indemnity Co
|
2,601 | $623,589 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
12,009 | $582,436 |
All Filings in BRO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,285,052 | 20,032 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $6,231,105 | 78,182 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,005,174 | 74,690 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,718,452 | 51,578 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,549,710 | 60,689 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,160,171 | 60,382 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,907,375 | 57,021 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,094,581 | 56,980 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,844,901 | 55,345 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,948,239 | 55,523 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,462,806 | 49,582 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,166,433 | 45,997 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,234,441 | 38,914 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,242,794 | 39,368 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,493,650 | 41,231 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,317,031 | 39,716 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,579,316 | 35,690 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,506,536 | 35,665 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $621,095 | 11,201 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,852,194 | 34,855 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $458,014 | 10,020 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||