Baker Avenue Asset Management, LP
Position in BRO — Brown & Brown, Inc.
CIK 1432529
SAN FRANCISCO, CA
Position in BRO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$453,668
+$48,193 QoQ
Shares Held
7,072
+13.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#476
of 800 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $9,510,481 across 3 Insurance Brokers names. BRO ranks #3 (4.8% of the industry book) .
All Filings in BRO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,668 | 7,072 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $405,475 | 6,218 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $737,065 | 9,248 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,043,976 | 11,131 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,112,358 | 10,033 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,354,840 | 10,891 | Shares | Sole | 2025-05-08 | |
| 2023-09-30 | $656,705 | 9,403 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $605,654 | 8,798 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,522 | 131 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $7,463 | 131 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||