Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,319,917
-$21,024,941 QoQ
Shares Held
675,291
-31.6% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#59
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Derivatives in BRO
reported options exposure · as of Jun 30, 2026CallValue
$5,523,315
CallShares
86,100
PutValue
$1,629,410
PutShares
25,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CITADEL ADVISORS LLC holds $286,131,173 across 14 Insurance Brokers names. BRO ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
382,807 | $100,054,264 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
675,291 | $43,319,917 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
230,808 | $38,468,768 | |
| 4 | AON |
Aon plc
|
105,569 | $35,016,181 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
110,798 | $25,435,896 | |
| 6 | ARX |
Accelerant Holdings
|
1,747,985 | $20,486,384 | |
| 7 | ERIE |
Erie Indemnity Co
|
57,083 | $13,685,649 | |
| 8 | TWFG |
TWFG, Inc.
|
214,589 | $5,160,864 |
All Filings in BRO
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,629,410 | 25,400 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $43,319,917 | 675,291 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $5,523,315 | 86,100 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $64,344,858 | 986,733 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $2,373,644 | 36,400 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $2,295,392 | 35,200 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $8,986,892 | 112,759 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $1,857,010 | 23,300 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $1,291,140 | 16,200 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $1,378,713 | 14,700 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $3,329,545 | 35,500 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $5,669,699 | 60,451 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,689,801 | 42,300 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $6,253,068 | 56,400 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $583,985,218 | 5,267,297 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,612,970 | 12,966 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $1,132,040 | 9,100 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $634,440 | 5,100 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $1,050,806 | 10,300 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $16,221 | 159 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $3,183,024 | 31,200 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $538,720 | 5,200 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $3,367,000 | 32,500 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $438,109 | 4,900 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $2,145,840 | 24,000 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $604,026 | 6,900 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $2,836,296 | 32,400 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $40,042,809 | 457,423 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $810,654 | 11,400 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $63,999 | 900 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $41,088,353 | 577,814 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,743,571 | 82,239 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $614,592 | 8,800 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $4,134,528 | 59,200 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $3,118,452 | 45,300 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $199,636 | 2,900 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $7,041,780 | 102,292 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $396,198 | 6,900 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $22,240,890 | 387,337 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $924,462 | 16,100 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $23,534,306 | 413,100 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $148,122 | 2,600 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $1,088,127 | 19,100 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $81,227,663 | 1,343,050 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $247,968 | 4,100 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $67,329,493 | 1,154,088 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $256,696 | 4,400 | Call | Defined | 2022-08-15 | |
| 2022-03-31 | $346,896 | 4,800 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $231,264 | 3,200 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $513,911 | 7,111 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||