Position in BRO
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$8,616,001
+$8,571,768 QoQ
Shares Held
132,127
+23706.7% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0.49497831631687694.ToString("F0")%
Shared 0.ToString("F0")%
None 99.50502168368313.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026EXCHANGE TRADED CONCEPTS, LLC holds $49,193,786 across 6 Insurance Brokers names. BRO ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
121,008 | $35,177,024 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
132,127 | $8,616,001 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
20,056 | $3,478,712 | |
| 4 | AON |
Aon plc
|
4,110 | $1,326,625 | |
| 5 | ERIE |
Erie Indemnity Co
|
2,184 | $548,860 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
215 | $46,564 |
All Filings in BRO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,616,001 | 132,127 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $44,233 | 555 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $59,275 | 632 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $366,313 | 3,304 | Shares | Other | 2025-07-10 | |
| 2025-03-31 | $60,582 | 487 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $44,276 | 434 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $45,066 | 435 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $949,623 | 10,621 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,188,530 | 13,577 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $170,450 | 2,397 | Shares | Sole | 2024-01-05 | |
| 2023-06-30 | $54,383 | 790 | Shares | Sole | 2023-07-20 | |
| 2021-12-31 | $763,943 | 10,870 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $591,928 | 10,675 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $609,037 | 11,461 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $479,315 | 10,486 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $411,139 | 8,672 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $374,654 | 8,276 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $933,240 | 22,896 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $508,021 | 14,026 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||