Position in BRO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,990,416
-$375,554 QoQ
Shares Held
46,616
+10.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#244
of 805 holders
Holding Since
Jun 2021
13 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, 2026Edgestream Partners, L.P. holds $6,890,788 across 2 Insurance Brokers names. BRO ranks #2 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRVL |
Corvel Corp
|
62,386 | $3,900,372 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
46,616 | $2,990,416 |
All Filings in BRO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,990,416 | 46,616 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $3,365,970 | 42,233 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $733,089 | 5,893 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,230,667 | 31,667 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,242,940 | 21,650 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,818,688 | 20,341 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,989,688 | 91,269 | Shares | Sole | 2024-05-10 | |
| 2023-06-30 | $786,497 | 11,425 | Shares | Sole | 2023-08-10 | |
| 2022-09-30 | $1,899,253 | 31,403 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $2,709,619 | 37,493 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $18,934,275 | 269,412 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $22,111,907 | 398,772 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,153,186 | 115,792 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||