Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$51,469,341
-$118,761,364 QoQ
Shares Held
802,328
-69.3% QoQ
Ownership
0.240%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#49
of 806 holders
Holding Since
Dec 2025
3 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, 2026Capital International Investors holds $3,470,893,752 across 6 Insurance Brokers names. BRO ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
15,729,457 | $2,621,628,598 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,002,580 | $459,732,290 | |
| 3 | AON |
Aon plc
|
793,989 | $263,358,211 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
802,328 | $51,469,341 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
1,690,697 | $44,938,726 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
944,971 | $29,766,586 |
All Filings in BRO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,469,341 | 802,328 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $170,230,705 | 2,610,500 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $371,654,250 | 4,663,165 | Shares | Defined | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||