Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,463,046
-$1,623,172 QoQ
Shares Held
37,771
-26.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 34.118768367265886.ToString("F0")%
Shared 0.ToString("F0")%
None 65.8812316327341.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $83,268,357 across 9 Insurance Brokers names. BRO ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
213,048 | $36,953,174 | |
| 2 | AON |
Aon plc
|
67,369 | $21,745,364 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
46,710 | $10,116,450 | |
| 4 | WTW |
Willis Towers Watson PLC
|
19,460 | $5,657,020 | |
| 5 | ERIE |
Erie Indemnity Co
|
18,243 | $4,584,647 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
37,771 | $2,463,046 | |
| 7 | CRVL |
Corvel Corp
|
18,551 | $1,013,810 | |
| 8 | CRD-A |
Crawford & Co
|
73,038 | $728,188 |
All Filings in BRO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||