Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,152,759
-$355,450 QoQ
Shares Held
127,089
-2.6% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#153
of 800 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $604,503,859 across 7 Insurance Brokers names. BRO ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,691,729 | $561,129,591 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
117,667 | $19,611,558 | |
| 3 | WTW |
Willis Towers Watson PLC
|
44,056 | $11,514,916 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
127,089 | $8,152,759 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
14,318 | $3,286,982 | |
| 6 | CRVL |
Corvel Corp
|
6,954 | $434,763 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,557 | $373,290 |
All Filings in BRO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,152,759 | 127,089 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,508,209 | 130,474 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,635,905 | 70,714 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,879,496 | 73,350 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,932,051 | 44,485 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $36,039,177 | 289,704 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,206,386 | 90,241 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,841,792 | 94,998 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,215,219 | 103,067 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $9,408,535 | 107,477 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $6,943,961 | 97,651 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $7,485,240 | 107,177 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,297,383 | 106,005 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,709,526 | 116,850 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,480,268 | 148,855 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,501,505 | 173,636 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $11,457,392 | 196,390 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $10,014,164 | 138,566 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $8,035,604 | 114,337 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,665,895 | 84,146 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,102,973 | 20,756 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $969,234 | 21,204 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||