Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$263,399
-$3,384,506 QoQ
Shares Held
4,106
-86.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#558
of 800 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CIBC WORLD MARKET INC. holds $23,057,395 across 6 Insurance Brokers names. BRO ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
34,825 | $11,551,104 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
56,441 | $9,407,021 | |
| 3 | BWIN |
Baldwin Insurance Group, Inc.
|
36,000 | $956,880 | |
| 4 | ERIE |
Erie Indemnity Co
|
2,500 | $599,375 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
1,218 | $279,616 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
4,106 | $263,399 |
All Filings in BRO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,399 | 4,106 | Shares | Sole | 2026-08-13 | |
| 2025-03-31 | $3,647,905 | 29,324 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,143,746 | 11,211 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $987,929 | 9,536 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $785,019 | 8,780 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $757,658 | 8,655 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $590,924 | 8,310 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $611,868 | 8,761 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $353,761 | 4,895 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||