Position in BRO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$90,711,604
-$20,001,890 QoQ
Shares Held
1,391,069
+0.1% QoQ
Ownership
0.410%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 87.0905037780297.ToString("F0")%
Shared 0.0015096303634111608.ToString("F0")%
None 12.907986591606887.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Bank of New York Mellon Corp holds $2,298,132,760 across 14 Insurance Brokers names. BRO ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,321,092 | $1,071,982,061 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,254,021 | $564,409,933 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,287,455 | $278,836,995 | |
| 4 | WTW |
Willis Towers Watson PLC
|
505,357 | $146,907,271 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
1,391,069 | $90,711,604 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,918,087 | $85,962,823 | |
| 7 | ERIE |
Erie Indemnity Co
|
164,581 | $41,360,845 | |
| 8 | CRVL |
Corvel Corp
|
184,425 | $10,078,821 |
All Filings in BRO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,711,604 | 1,391,069 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $110,713,494 | 1,389,128 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $133,258,134 | 1,420,814 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $151,764,945 | 1,368,855 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $165,235,787 | 1,328,262 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $140,481,942 | 1,377,004 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $143,965,560 | 1,389,629 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $126,502,894 | 1,414,863 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $134,284,429 | 1,533,978 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $112,534,770 | 1,582,545 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $120,994,930 | 1,732,459 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $122,817,302 | 1,784,098 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $109,945,741 | 1,914,764 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $110,929,358 | 1,947,154 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $112,944,579 | 1,867,470 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $108,963,829 | 1,867,738 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $130,613,857 | 1,807,304 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $127,766,786 | 1,817,968 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $95,489,329 | 1,722,080 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $122,588,714 | 2,306,901 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $110,285,656 | 2,412,725 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $120,912,951 | 2,670,929 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $114,587,686 | 2,811,278 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $99,426,070 | 2,745,060 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||