Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,447,297
+$806,041 QoQ
Shares Held
84,915
+19.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#194
of 800 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Rafferty Asset Management, LLC holds $75,621,832 across 6 Insurance Brokers names. BRO ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
140,352 | $23,392,467 | |
| 2 | AON |
Aon plc
|
62,217 | $20,636,756 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
74,837 | $17,180,330 | |
| 4 | WTW |
Willis Towers Watson PLC
|
27,513 | $7,191,072 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
84,915 | $5,447,297 | |
| 6 | ERIE |
Erie Indemnity Co
|
7,399 | $1,773,910 |
All Filings in BRO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,447,297 | 84,915 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,641,256 | 71,174 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,139,286 | 89,577 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,145,744 | 97,513 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,325,655 | 93,133 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,678,817 | 77,804 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,542,950 | 83,738 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,316,179 | 80,272 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,445,796 | 83,277 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,273,173 | 83,084 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,953,613 | 83,724 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,516,591 | 78,989 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,199,209 | 75,526 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,548,065 | 79,207 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,159,317 | 90,562 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,869,789 | 80,519 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,380,283 | 75,082 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,527,065 | 117,989 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,693,565 | 123,699 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $6,242,893 | 112,586 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,055,822 | 132,778 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,429,525 | 118,782 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,634,280 | 97,749 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,684,751 | 81,395 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,983,789 | 48,670 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $453,909 | 12,532 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||