Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$931,915
+$430,842 QoQ
Shares Held
14,291
+127.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026Tower Research Capital LLC (TRC) holds $9,967,326 across 18 Insurance Brokers names. BRO ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
19,790 | $3,432,575 | |
| 2 | AON |
Aon plc
|
9,186 | $2,965,056 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
14,291 | $931,915 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3,687 | $798,530 | |
| 5 | WTW |
Willis Towers Watson PLC
|
2,740 | $796,517 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
9,654 | $211,808 | |
| 7 | ERIE |
Erie Indemnity Co
|
802 | $201,550 | |
| 8 | ARX |
Accelerant Holdings
|
11,392 | $152,197 |
All Filings in BRO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $931,915 | 14,291 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $501,073 | 6,287 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $283,901 | 3,027 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $459,223 | 4,142 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,424,753 | 11,453 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,700,672 | 16,670 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $785,702 | 7,584 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,271,908 | 25,410 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $576,713 | 6,588 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,260,962 | 45,858 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,054,164 | 15,094 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $775,344 | 11,263 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $213,257 | 3,714 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $549,133 | 9,639 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $1,127,285 | 18,639 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $649,906 | 11,140 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $2,544,987 | 35,215 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,149,091 | 30,579 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $871,507 | 15,717 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,565,875 | 29,467 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $1,079,121 | 23,608 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $906,384 | 19,118 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $491,994 | 10,868 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $813,732 | 19,964 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||