Cambridge Investment Research Advisors, Inc.
Position in BRO — Brown & Brown, Inc.
CIK 1419186
FAIRFIELD, IA
Position in BRO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,974,413
+$731,455 QoQ
Shares Held
61,955
+24.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#44
of 262 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $15,917,510 across 7 Insurance Brokers names. BRO ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
21,967 | $5,042,964 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
61,955 | $3,974,413 | |
| 3 | AON |
Aon plc
|
8,820 | $2,925,505 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,829 | $2,471,549 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
30,823 | $819,275 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,399 | $365,656 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,327 | $318,148 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,974,413 | 61,955 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,242,958 | 49,731 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,360,474 | 29,617 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,837,897 | 30,258 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,804,187 | 16,273 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,314,213 | 18,603 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,556,009 | 15,252 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,346,850 | 22,653 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,939,302 | 21,690 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,803,499 | 20,602 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,292,210 | 18,172 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,266,897 | 18,140 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,058,277 | 15,373 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,511,811 | 26,329 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,462,704 | 25,675 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,585,180 | 26,210 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,575,821 | 27,011 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,904,964 | 26,359 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,525,891 | 64,398 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,468,009 | 62,543 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,229,796 | 60,779 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,618,040 | 57,275 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,212,700 | 25,579 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,172,176 | 25,893 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,406,627 | 34,510 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,193,195 | 32,943 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||