Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$927,988,447
-$147,580,206 QoQ
Shares Held
14,465,915
-12.3% QoQ
Ownership
4.32%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#7
of 806 holders
Holding Since
Jun 2023
13 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, 2026Capital World Investors holds $10,917,522,647 across 8 Insurance Brokers names. BRO ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
11,711,650 | $3,884,637,188 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
18,122,340 | $3,020,450,407 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
12,511,991 | $2,872,377,773 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
14,465,915 | $927,988,447 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
2,027,586 | $98,337,921 | |
| 6 | ARX |
Accelerant Holdings
|
4,626,664 | $54,224,502 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
1,131,365 | $35,637,997 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
1,315,789 | $23,868,412 |
All Filings in BRO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,988,447 | 14,465,915 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,075,568,653 | 16,493,922 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,425,545,681 | 17,886,395 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,639,391,894 | 17,479,389 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,070,050,385 | 9,651,397 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,028,160,277 | 8,264,954 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $428,043,375 | 4,195,681 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $376,022,934 | 3,629,565 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $127,487,930 | 1,425,880 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $123,713,628 | 1,413,224 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $66,789,498 | 939,242 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $65,596,661 | 939,242 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $64,653,839 | 939,190 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||