Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,258,469
+$9,306,228 QoQ
Shares Held
510,021
+69.7% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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, 2026Gotham Asset Management, LLC holds $148,322,963 across 9 Insurance Brokers names. BRO ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
204,799 | $35,522,386 | |
| 2 | BRO |
Brown & Brown, Inc.
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|
510,021 | $33,258,469 | |
| 3 | AON |
Aon plc
|
88,805 | $28,664,477 | |
| 4 | WTW |
Willis Towers Watson PLC
|
97,616 | $28,376,971 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
63,607 | $13,776,004 | |
| 6 | ERIE |
Erie Indemnity Co
|
28,616 | $7,191,486 | |
| 7 | CRVL |
Corvel Corp
|
18,255 | $997,635 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
7,209 | $307,535 |
All Filings in BRO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,258,469 | 510,021 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,952,241 | 300,530 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,537,284 | 496,186 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,504,186 | 248,076 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,733,062 | 214,896 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,703,224 | 202,933 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,773,199 | 190,861 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,088,473 | 168,756 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,031,672 | 137,442 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,619,689 | 135,279 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,849,147 | 126,706 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,662,481 | 125,835 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,681,965 | 116,370 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,168,614 | 55,619 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,931,912 | 31,943 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,130,629 | 19,380 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,206,547 | 44,369 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,903,969 | 41,320 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,738,246 | 31,348 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $350,978 | 7,753 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $324,775 | 7,968 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $222,499 | 6,143 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||