Position in BRO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,128,762
+$2,242,899 QoQ
Shares Held
95,538
+60.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#183
of 800 holders
Holding Since
Sep 2021
20 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, 2026BENJAMIN EDWARDS INC holds $44,502,670 across 6 Insurance Brokers names. BRO ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
132,485 | $30,414,580 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
40,011 | $6,668,632 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
95,538 | $6,128,762 | |
| 4 | WTW |
Willis Towers Watson PLC
|
3,060 | $799,792 | |
| 5 | AON |
Aon plc
|
835 | $276,961 | |
| 6 | CRVL |
Corvel Corp
|
3,422 | $213,943 |
All Filings in BRO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,128,762 | 95,538 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $3,885,863 | 59,590 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,272,556 | 53,608 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $5,393,299 | 57,504 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $6,646,655 | 59,950 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,820,933 | 86,985 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $9,538,053 | 93,492 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,923,118 | 95,783 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $118,557 | 1,326 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $153,107 | 1,749 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $126,646 | 1,781 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $124,175 | 1,778 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $125,633 | 1,825 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $122,247 | 2,129 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $121,630 | 2,135 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $141,704 | 2,343 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $134,006 | 2,297 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $164,486 | 2,276 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $159,957 | 2,276 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $54,063 | 975 | Shares | Defined | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||