Position in BRO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$43,283,920
-$10,310,982 QoQ
Shares Held
663,762
-1.3% QoQ
Ownership
0.196%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.82186687396988.ToString("F0")%
Shared 0.ToString("F0")%
None 1.178133126030113.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026BROWN BROTHERS HARRIMAN & CO holds $292,840,450 across 8 Insurance Brokers names. BRO ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,031,635 | $223,431,508 | |
| 2 | BRO |
Brown & Brown, Inc.
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|
663,762 | $43,283,920 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
126,349 | $21,915,234 | |
| 4 | AON |
Aon plc
|
6,577 | $2,122,924 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
80,665 | $1,769,790 | |
| 6 | WTW |
Willis Towers Watson PLC
|
793 | $230,525 | |
| 7 | ERIE |
Erie Indemnity Co
|
332 | $83,434 | |
| 8 | CRVL |
Corvel Corp
|
57 | $3,115 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,283,920 | 663,762 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $53,594,902 | 672,458 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $73,973,579 | 788,715 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $69,865,617 | 630,158 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $79,698,228 | 640,661 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $58,911,959 | 577,455 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $59,656,091 | 575,831 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $41,567,692 | 464,911 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $34,178,592 | 390,434 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $20,104,716 | 282,727 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $14,546,205 | 208,279 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,883,466 | 158,098 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,377,727 | 93,656 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,070,124 | 18,784 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,072,068 | 17,726 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,025,850 | 17,584 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,342,704 | 18,579 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,722,351 | 24,507 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,418,965 | 25,590 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,303,152 | 24,523 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $429,445 | 9,395 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $447,502 | 9,439 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $427,303 | 9,439 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $384,733 | 9,439 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $425,186 | 11,739 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||