Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$58,761
-$9,979,405 QoQ
Shares Held
916
-99.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#639
of 805 holders
Holding Since
Dec 2020
20 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 Jun 30, 2026Quantbot Technologies LP holds $14,757,226 across 8 Insurance Brokers names. BRO ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
58,448 | $9,741,528 | |
| 2 | ERIE |
Erie Indemnity Co
|
14,456 | $3,465,826 | |
| 3 | TWFG |
TWFG, Inc.
|
28,534 | $686,242 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
13,352 | $420,588 | |
| 5 | CRVL |
Corvel Corp
|
3,206 | $200,439 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
6,236 | $165,752 | |
| 7 | BRO |
Brown & Brown, Inc.
This page
|
916 | $58,761 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
373 | $18,090 |
All Filings in BRO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,761 | 916 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,038,166 | 153,936 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,628,863 | 158,455 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $836,137 | 8,915 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,973,248 | 35,837 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,225,340 | 9,850 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,263,721 | 71,199 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,832,054 | 94,904 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $1,144,060 | 13,069 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,106,491 | 29,623 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,124,129 | 87,688 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,567,732 | 37,300 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,431,193 | 24,925 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,711,601 | 47,597 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,590,358 | 42,830 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,818,177 | 65,447 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,723,350 | 23,846 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $233,681 | 3,325 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,727,585 | 49,190 | Shares | Sole | 2021-11-09 | |
| 2020-12-31 | $415,121 | 8,756 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||