Position in BRO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$28,571,564
-$5,092,439 QoQ
Shares Held
438,147
+3.7% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Mitsubishi UFJ Trust & Banking Corp holds $173,414,242 across 6 Insurance Brokers names. BRO ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
366,269 | $63,529,357 | |
| 2 | AON |
Aon plc
|
107,509 | $34,701,755 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
438,147 | $28,571,564 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
118,087 | $25,575,282 | |
| 5 | WTW |
Willis Towers Watson PLC
|
55,867 | $16,240,536 | |
| 6 | ERIE |
Erie Indemnity Co
|
19,083 | $4,795,748 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,571,564 | 438,147 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $33,664,003 | 422,384 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $51,735,406 | 551,609 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $53,934,927 | 486,470 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $66,042,342 | 530,887 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $33,079,168 | 324,242 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $18,911,351 | 182,542 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $16,973,862 | 189,843 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $20,131,573 | 229,970 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $17,262,094 | 242,752 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $12,589,078 | 180,256 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $13,092,678 | 190,190 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $14,259,854 | 248,343 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,929,506 | 244,506 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $11,827,226 | 195,556 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $13,191,082 | 226,107 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $19,303,026 | 267,096 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $19,337,329 | 275,147 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $14,920,151 | 269,074 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,404,445 | 271,066 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $15,505,561 | 339,216 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $18,933,466 | 399,356 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $18,121,851 | 400,306 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,715,675 | 410,100 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $9,719,890 | 268,357 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||