Position in BRO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$496,071
+$354,175 QoQ
Shares Held
7,733
+255.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#463
of 800 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MATHER GROUP, LLC. holds $3,621,640 across 6 Insurance Brokers names. BRO ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,811 | $932,380 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,461 | $794,541 | |
| 3 | ERIE |
Erie Indemnity Co
|
3,247 | $778,468 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
7,733 | $496,071 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,628 | $425,510 | |
| 6 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,168 | $194,670 |
All Filings in BRO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,071 | 7,733 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $141,896 | 2,176 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $227,304 | 2,852 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $234,568 | 2,501 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $276,731 | 2,496 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $328,042 | 2,637 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $247,704 | 2,428 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $251,748 | 2,430 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $220,038 | 2,461 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $186,110 | 2,126 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||