Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,395,839
+$197,998 QoQ
Shares Held
21,759
+18.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#327
of 800 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 71%
Shared 29%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MACQUARIE GROUP LTD holds $26,513,022 across 6 Insurance Brokers names. BRO ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
56,143 | $9,357,352 | |
| 2 | AON |
Aon plc
|
21,138 | $7,011,260 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
24,523 | $5,629,744 | |
| 4 | WTW |
Willis Towers Watson PLC
|
9,888 | $2,584,425 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
21,759 | $1,395,839 | |
| 6 | ERIE |
Erie Indemnity Co
|
2,229 | $534,402 |
All Filings in BRO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,395,839 | 21,759 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,197,841 | 18,369 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,663,020 | 20,866 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $76,382,762 | 814,402 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $95,431,906 | 860,755 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $95,131,789 | 764,725 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $82,526,221 | 808,922 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,625,429 | 44,647 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $671,916 | 7,515 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $670,030 | 7,654 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $549,537 | 7,728 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $410,937 | 5,884 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $434,793 | 6,316 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $363,181 | 6,325 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $360,960 | 6,336 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $457,893 | 7,571 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,436,873 | 76,052 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $6,680,348 | 92,436 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $633,854 | 9,019 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $992,055 | 17,891 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $959,813 | 18,062 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $663,845 | 14,523 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $687,016 | 14,491 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $724,907 | 16,013 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $254,627 | 6,247 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||