Position in BRO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,267
-$52,747 QoQ
Shares Held
238
-77.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#678
of 800 holders
Holding Since
Mar 2022
18 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $3,645,442 across 7 Insurance Brokers names. BRO ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
7,254 | $1,665,300 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,981 | $1,163,523 | |
| 3 | AON |
Aon plc
|
2,197 | $728,722 | |
| 4 | WTW |
Willis Towers Watson PLC
|
254 | $66,387 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
238 | $15,267 | |
| 6 | ERIE |
Erie Indemnity Co
|
25 | $5,993 | |
| 7 | CRVL |
Corvel Corp
|
4 | $250 |
All Filings in BRO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,267 | 238 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $68,014 | 1,043 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $172,789 | 2,168 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $208,026 | 2,218 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $48,339 | 436 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $38,937 | 313 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $31,728 | 311 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $34,188 | 330 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $29,505 | 330 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $28,187 | 322 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $23,964 | 337 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $25,142 | 360 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $23,336 | 339 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $21,417 | 373 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $21,591 | 379 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $12,640 | 209 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $12,193 | 209 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,240 | 31 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||