Position in BRO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$596,338
+$269,376 QoQ
Shares Held
9,296
+85.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#94
of 235 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $4,797,359 across 10 Insurance Brokers names. BRO ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10,660 | $1,776,702 | |
| 2 | AON |
Aon plc
|
3,252 | $1,078,655 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
3,980 | $913,688 | |
| 4 | BRO |
Brown & Brown, Inc.
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|
9,296 | $596,338 | |
| 5 | CRVL |
Corvel Corp
|
2,612 | $163,302 | |
| 6 | WTW |
Willis Towers Watson PLC
|
573 | $149,765 | |
| 7 | ERIE |
Erie Indemnity Co
|
336 | $80,556 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,040 | $27,643 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,338 | 9,296 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $326,962 | 5,014 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $235,115 | 2,950 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $184,578 | 1,968 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $198,679 | 1,792 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $216,456 | 1,740 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $184,860 | 1,812 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $164,206 | 1,585 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $137,244 | 1,535 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $149,343 | 1,706 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $113,491 | 1,596 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $105,598 | 1,512 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $102,502 | 1,489 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $73,899 | 1,287 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $79,302 | 1,392 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $84,672 | 1,400 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $82,959 | 1,422 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $106,670 | 1,476 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $95,159 | 1,354 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $76,576 | 1,381 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $63,821 | 1,201 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $62,119 | 1,359 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $78,131 | 1,648 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $60,209 | 1,330 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $52,458 | 1,287 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $60,596 | 1,673 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||