Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,223,374
-$1,608,430 QoQ
Shares Held
34,659
-41.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#273
of 800 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, 2026Ensign Peak Advisors, Inc holds $103,801,410 across 7 Insurance Brokers names. BRO ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
206,469 | $68,483,702 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
140,261 | $23,377,300 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
24,633 | $5,654,997 | |
| 4 | WTW |
Willis Towers Watson PLC
|
12,800 | $3,345,536 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
34,659 | $2,223,374 | |
| 6 | ERIE |
Erie Indemnity Co
|
2,379 | $570,365 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
5,498 | $146,136 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,223,374 | 34,659 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,831,804 | 58,761 | Shares | Sole | 2026-08-18 | |
| 2025-12-31 | $4,167,034 | 52,284 | Shares | Sole | 2026-08-18 | |
| 2025-09-30 | $13,336,844 | 142,199 | Shares | Sole | 2026-08-18 | |
| 2025-06-30 | $18,205,851 | 164,209 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,434,038 | 140,145 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,457,968 | 122,113 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,747,874 | 142,354 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,280,374 | 137,349 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,911,480 | 136,069 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,656,026 | 135,790 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,672,203 | 109,854 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,715,879 | 170,190 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,149,169 | 72,260 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,863,135 | 67,810 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,934,828 | 65,060 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,507,453 | 42,980 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,530,172 | 35,010 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,146,787 | 44,775 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $311,074 | 5,610 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,673,795 | 219,680 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,400,624 | 227,535 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $14,192,942 | 299,366 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $14,195,449 | 313,573 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,437,832 | 305,148 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $8,048,301 | 222,206 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||