Position in BRO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,040,269
-$75,706 QoQ
Shares Held
109,747
+0.6% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#14
of 184 holders
Holding Since
Mar 2022
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $15,687,677 across 7 Insurance Brokers names. BRO ranks #2 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
25,994 | $8,621,949 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
109,747 | $7,040,269 | |
| 3 | SLQT |
SelectQuote, Inc.
|
17,990 | $15,129 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
56 | $9,333 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
3 | $688 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1 | $261 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
1 | $48 |
All Filings in BRO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,040,269 | 109,747 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,115,975 | 109,124 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,725,161 | 96,928 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,569,145 | 70,041 | Shares | Sole | 2025-10-31 | |
| 2024-06-30 | $8,315 | 93 | Shares | Sole | 2024-08-08 | |
| 2022-03-31 | $43,578 | 603 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||