O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1423442 Stamford, CT

Position in BRO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,289,457

-$1,768,388 QoQ

Shares Held

35,109

-31.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $41,533,877 across 7 Insurance Brokers names. BRO ranks #5 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	100,390	$17,412,645
2	AON	Aon plc	30,522	$9,851,891
3	AJG	Arthur J. Gallagher & Co.	34,010	$7,365,885
4	WTW	Willis Towers Watson PLC	10,429	$3,031,710
5	BRO	Brown & Brown, Inc. This page	35,109	$2,289,457
6	CRD-A	Crawford & Co	130,751	$1,303,587
7	ERIE	Erie Indemnity Co	1,109	$278,702

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,289,457	35,109	-31.0%	Shares	Sole	2026-05-13
2025-12-31	$4,057,845	50,914	-18.1%	Shares	Sole	2026-02-11
2025-09-30	$5,831,018	62,171	+17.3%	Shares	Sole	2025-11-13
2025-06-30	$5,874,446	52,985	+3.4%	Shares	Sole	2025-08-12
2025-03-31	$6,373,509	51,234	+27.1%	Shares	Sole	2025-05-13
2024-12-31	$4,111,099	40,297	+27.0%	Shares	Sole	2025-02-12
2024-09-30	$3,288,264	31,740	+18.8%	Shares	Sole	2024-11-12
2024-06-30	$2,388,498	26,714	+37.2%	Shares	Sole	2024-08-14
2024-03-31	$1,704,841	19,475	+19.2%	Shares	Sole	2024-05-13
2023-12-31	$1,161,652	16,336	-18.6%	Shares	Sole	2024-02-09
2023-09-30	$1,400,850	20,058	+108.0%	Shares	Sole	2023-11-13
2023-06-30	$663,755	9,642	+3.9%	Shares	Sole	2023-08-11
2023-03-31	$532,742	9,278	-53.3%	Shares	Sole	2023-05-12
2022-12-31	$1,132,392	19,877	-60.1%	Shares	Sole	2023-02-10
2022-09-30	$3,016,621	49,878	+167.0%	Shares	Sole	2022-11-14
2022-06-30	$1,089,791	18,680	+31.2%	Shares	Sole	2022-08-11
2022-03-31	$1,028,980	14,238	+107.2%	Shares	Sole	2022-05-13
2021-12-31	$482,823	6,870	+100.6%	Shares	Defined	2022-02-11
2021-09-30	$189,916	3,425	+135.9%	Shares	Sole	2021-11-10
2021-06-30	$77,159	1,452	+411.3%	Shares	Sole	2021-08-09
2021-03-31	$12,981	284	-13.9%	Shares	Sole	2021-05-14
2020-12-31	$15,645	330	+15.4%	Shares	Sole	2021-02-11
2020-09-30	$12,947	286	+262.0%	Shares	Sole	2020-11-12
2020-06-30	$3,220	79	+1028.6%	Shares	Sole	2020-08-13
2020-03-31	$253	7	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.