Position in BRO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$18,065,191
-$4,047,095 QoQ
Shares Held
277,031
-0.1% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 14.96475123722616.ToString("F0")%
Shared 0.ToString("F0")%
None 85.03524876277385.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $174,191,952 across 10 Insurance Brokers names. BRO ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
420,824 | $72,991,922 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
166,145 | $35,983,684 | |
| 3 | AON |
Aon plc
|
102,111 | $32,959,388 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
277,031 | $18,065,191 | |
| 5 | WTW |
Willis Towers Watson PLC
|
37,459 | $10,889,331 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
48,396 | $1,061,808 | |
| 7 | CRVL |
Corvel Corp
|
18,226 | $996,050 | |
| 8 | ERIE |
Erie Indemnity Co
|
3,740 | $939,899 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,065,191 | 277,031 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $22,112,286 | 277,444 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $24,552,439 | 261,781 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $30,558,654 | 275,626 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $35,027,556 | 281,572 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $22,224,852 | 217,848 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $17,302,339 | 167,011 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $14,408,063 | 161,146 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $13,777,833 | 157,389 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,245,142 | 172,200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,436,230 | 163,749 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,435,937 | 151,597 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,091,285 | 106,083 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,070,335 | 71,447 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,209,300 | 102,667 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,377,606 | 92,177 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,040,543 | 83,583 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,412,206 | 91,238 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,422,636 | 79,759 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,623,669 | 68,191 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,993,822 | 65,496 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,754,995 | 58,110 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,082,329 | 45,998 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $613,071 | 15,041 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $519,757 | 14,350 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||