Position in BRO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$5,717,946
+$225,047 QoQ
Shares Held
89,134
+5.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#186
of 800 holders
Holding Since
Jun 2020
25 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, 2026Handelsbanken Fonder AB holds $97,032,872 across 9 Insurance Brokers names. BRO ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
215,758 | $35,960,385 | |
| 2 | AON |
Aon plc
|
68,206 | $22,623,248 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
97,942 | $22,484,544 | |
| 4 | WTW |
Willis Towers Watson PLC
|
25,987 | $6,792,222 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
89,134 | $5,717,946 | |
| 6 | ERIE |
Erie Indemnity Co
|
7,585 | $1,818,503 | |
| 7 | CRVL |
Corvel Corp
|
11,900 | $743,988 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
21,700 | $576,786 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,717,946 | 89,134 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $5,492,899 | 84,234 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,546,079 | 82,134 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,749,249 | 135,934 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $139,699,969 | 1,260,034 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $163,515,589 | 1,314,434 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $49,207,714 | 482,334 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $43,007,882 | 415,134 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $4,258,955 | 47,634 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,169,880 | 47,634 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,387,253 | 47,634 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,347,710 | 47,934 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,299,776 | 47,934 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,172,428 | 37,834 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,155,402 | 37,834 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,288,200 | 37,834 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,752,183 | 30,034 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,763,171 | 38,234 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,687,085 | 38,234 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,574,765 | 46,434 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,116,778 | 39,834 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,935,087 | 42,334 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,206,176 | 46,534 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,106,594 | 46,534 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,438,833 | 59,834 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||