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Equibles

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1423442 Stamford, CT
Back to BRO Full portfolio

Position in BRO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,451,008
-$838,449 QoQ
Shares Held
22,619
-35.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#320
of 807 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)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $36,103,838 across 7 Insurance Brokers names. BRO ranks #6 (4.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 82,790 $13,798,609
2 AON
Aon plc
 30,078 $9,976,571
3 AJG
Arthur J. Gallagher & Co.
 32,026 $7,352,208
4 WTW
Willis Towers Watson PLC
 6,928 $1,810,771
5 CRD-A
Crawford & Co
 150,872 $1,700,327
6 BRO
Brown & Brown, Inc.
This page 		22,619 $1,451,008
7 SLQT
SelectQuote, Inc.
 17,056 $14,344

All Filings in BRO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,451,008 22,619
2026-03-31 $2,289,457 35,109
2025-12-31 $4,057,845 50,914
2025-09-30 $5,831,018 62,171
2025-06-30 $5,874,446 52,985
2025-03-31 $6,373,509 51,234
2024-12-31 $4,111,099 40,297
2024-09-30 $3,288,264 31,740
2024-06-30 $2,388,498 26,714
2024-03-31 $1,704,841 19,475
2023-12-31 $1,161,652 16,336
2023-09-30 $1,400,850 20,058
2023-06-30 $663,755 9,642
2023-03-31 $532,742 9,278
2022-12-31 $1,132,392 19,877
2022-09-30 $3,016,621 49,878
2022-06-30 $1,089,791 18,680
2022-03-31 $1,028,980 14,238
2021-12-31 $482,823 6,870
2021-09-30 $189,916 3,425
2021-06-30 $77,159 1,452
2021-03-31 $12,981 284
2020-12-31 $15,645 330
2020-09-30 $12,947 286
2020-06-30 $3,220 79
2020-03-31 $253 7