Position in BRO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$88,589,218
-$2,122,386 QoQ
Shares Held
1,380,970
-0.7% QoQ
Ownership
0.413%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#38
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $2,247,487,501 across 15 Insurance Brokers names. BRO ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,191,212 | $1,058,493,092 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,194,567 | $532,438,471 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,260,984 | $289,484,090 | |
| 4 | WTW |
Willis Towers Watson PLC
|
509,113 | $133,066,855 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
1,380,970 | $88,589,218 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,077,351 | $81,795,986 | |
| 7 | ERIE |
Erie Indemnity Co
|
164,118 | $39,347,286 | |
| 8 | CRVL |
Corvel Corp
|
182,963 | $11,438,844 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,589,218 | 1,380,970 | Shares | Defined | 2026-08-06 | |
| 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 | |
| 2020-12-31 | $116,470,863 | 2,456,673 | Shares | Defined | 2021-02-09 | |
| 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. | ||||||