Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,870,358
-$9,796,336 QoQ
Shares Held
442,729
-8.7% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84.76020319427911.ToString("F0")%
Shared 0.ToString("F0")%
None 15.239796805720882.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $64,751,948 across 8 Insurance Brokers names. BRO ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
442,729 | $28,870,358 | |
| 2 | AON |
Aon plc
|
38,482 | $12,421,219 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
61,566 | $10,678,622 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
39,193 | $8,488,419 | |
| 5 | SLQT |
SelectQuote, Inc.
|
2,287,226 | $1,440,952 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
59,046 | $1,295,469 | |
| 7 | WTW |
Willis Towers Watson PLC
|
3,625 | $1,053,787 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,002 | $503,122 |
All Filings in BRO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,870,358 | 442,729 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,666,694 | 485,153 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $47,855,784 | 510,244 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $55,275,236 | 498,559 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $80,872,191 | 650,098 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,511,936 | 73,632 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,162,906 | 49,835 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,258,061 | 47,624 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,909,361 | 44,658 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,432,519 | 76,396 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,461,418 | 78,199 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,472,947 | 64,976 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,817,626 | 66,486 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,868,604 | 67,906 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,680,063 | 77,382 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $3,775,181 | 64,710 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $4,615,595 | 63,866 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,450,551 | 63,326 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,656,428 | 65,941 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,215,501 | 60,510 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,037,475 | 66,451 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,633,454 | 76,639 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,006,485 | 88,502 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $19,263,094 | 472,598 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $15,623,895 | 431,361 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||