Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,137,589
-$365,267 QoQ
Shares Held
142,441
-2.3% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#147
of 806 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Chevy Chase Trust Holdings, LLC holds $126,825,545 across 6 Insurance Brokers names. BRO ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
233,308 | $38,885,443 | |
| 2 | AON |
Aon plc
|
106,232 | $35,236,091 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
125,018 | $28,700,382 | |
| 4 | WTW |
Willis Towers Watson PLC
|
45,626 | $11,925,267 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
142,441 | $9,137,589 | |
| 6 | ERIE |
Erie Indemnity Co
|
12,266 | $2,940,773 |
All Filings in BRO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,137,589 | 142,441 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,502,856 | 145,727 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,984,169 | 150,366 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,024,605 | 149,532 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,400,333 | 147,924 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $15,483,570 | 124,466 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $12,706,488 | 124,549 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $13,151,398 | 126,944 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,555,795 | 129,245 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $11,449,006 | 130,786 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $9,383,105 | 131,952 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $9,241,089 | 132,318 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $9,323,345 | 135,435 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $7,843,284 | 136,595 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $7,731,226 | 135,707 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $8,688,072 | 143,652 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $8,283,579 | 141,988 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $10,224,253 | 141,473 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $9,915,453 | 141,085 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $7,985,520 | 144,013 | Shares | Defined | 2021-10-20 | |
| No filing history on record for this holder in this stock. | ||||||