Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,849
-$976 QoQ
Shares Held
60
-18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#740
of 800 holders
Holding Since
Sep 2020
22 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, 2026Manchester Capital Management LLC holds $923,213 across 7 Insurance Brokers names. BRO ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,664 | $610,678 | |
| 2 | AON |
Aon plc
|
498 | $165,181 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
461 | $105,831 | |
| 4 | WTW |
Willis Towers Watson PLC
|
112 | $29,273 | |
| 5 | ERIE |
Erie Indemnity Co
|
28 | $6,713 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
60 | $3,849 | |
| 7 | CRVL |
Corvel Corp
|
27 | $1,688 |
All Filings in BRO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,849 | 60 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,825 | 74 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $625,087 | 7,843 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $731,280 | 7,797 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,064,352 | 9,600 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,236,784 | 9,942 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $994,592 | 9,749 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $974,668 | 9,408 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $696,503 | 7,790 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $681,936 | 7,790 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $553,306 | 7,781 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $543,425 | 7,781 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $535,644 | 7,781 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $621,054 | 10,816 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $557,052 | 9,778 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,270 | 21 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,400 | 24 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,818 | 39 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,740 | 39 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,162 | 39 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $237 | 5 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $226 | 5 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||