Position in BRO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$30,246,875
+$18,268,125 QoQ
Shares Held
463,838
+208.6% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Korea Investment CORP holds $227,645,998 across 6 Insurance Brokers names. BRO ranks #5 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
363,170 | $62,991,836 | |
| 2 | AON |
Aon plc
|
168,112 | $54,263,191 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
203,044 | $43,975,269 | |
| 4 | WTW |
Willis Towers Watson PLC
|
121,643 | $35,361,620 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
463,838 | $30,246,875 | |
| 6 | ERIE |
Erie Indemnity Co
|
3,212 | $807,207 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,246,875 | 463,838 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,978,750 | 150,298 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,124,630 | 107,950 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $18,120,371 | 163,438 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,341,205 | 115,283 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,509,692 | 103,016 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,864,737 | 124,177 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,955,778 | 66,612 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,161,323 | 104,653 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,269,646 | 102,231 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,050,828 | 72,320 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,603,782 | 81,403 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,877,714 | 84,948 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,432,209 | 77,799 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,167,895 | 85,448 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $10,534,803 | 180,576 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,627,159 | 91,700 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,328,180 | 118,500 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,315,755 | 113,900 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,151,202 | 59,300 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,779,168 | 60,800 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,830,377 | 59,700 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $9,203,391 | 203,300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,643,880 | 163,000 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $6,794,872 | 187,600 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||