Position in BRO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,968,885
-$426,020 QoQ
Shares Held
30,193
+0.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026HighTower Advisors, LLC holds $75,227,949 across 9 Insurance Brokers names. BRO ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
258,243 | $44,792,248 | |
| 2 | AON |
Aon plc
|
42,170 | $13,611,632 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
47,706 | $10,332,165 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
93,077 | $2,042,109 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
30,193 | $1,968,885 | |
| 6 | WTW |
Willis Towers Watson PLC
|
6,601 | $1,918,910 | |
| 7 | ERIE |
Erie Indemnity Co
|
924 | $232,210 | |
| 8 | CRVL |
Corvel Corp
|
4,028 | $220,130 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,968,885 | 30,193 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,394,905 | 30,049 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,847,839 | 30,364 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,332,023 | 39,073 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,997,272 | 40,171 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,804,223 | 86,299 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,551,662 | 82,545 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,581,023 | 73,605 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,785,986 | 54,672 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,144,626 | 44,222 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,930,416 | 41,959 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,853,555 | 41,452 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,516,029 | 43,818 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,542,172 | 44,623 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,649,024 | 43,800 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,500,335 | 42,858 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,999,638 | 41,506 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,532,891 | 36,040 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,989,157 | 35,873 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,895,875 | 35,677 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,619,551 | 35,431 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $961,048 | 20,271 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $851,076 | 18,800 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $702,498 | 17,235 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $638,341 | 17,624 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||