Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,511,189
+$3,048,143 QoQ
Shares Held
85,911
+127.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#193
of 806 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $87,831,749 across 11 Insurance Brokers names. BRO ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
183,081 | $30,514,109 | |
| 2 | AON |
Aon plc
|
90,060 | $29,872,000 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
43,956 | $10,090,977 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
85,911 | $5,511,189 | |
| 5 | ERIE |
Erie Indemnity Co
|
18,987 | $4,552,132 | |
| 6 | WTW |
Willis Towers Watson PLC
|
14,135 | $3,694,464 | |
| 7 | CRVL |
Corvel Corp
|
26,904 | $1,682,037 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
37,144 | $987,285 |
All Filings in BRO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,511,189 | 85,911 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,463,046 | 37,771 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,086,218 | 51,270 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $7,220,423 | 76,985 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,667,294 | 42,097 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $6,129,810 | 49,275 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,911,140 | 48,139 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,620,507 | 54,252 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,163,594 | 35,383 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,706,732 | 65,190 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,658,854 | 23,328 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $636,801 | 9,118 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,818,202 | 26,412 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,244,808 | 21,679 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,161,561 | 20,389 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,336,886 | 38,639 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,398,999 | 41,121 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,230,035 | 30,857 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||