Financial Management Professionals, Inc.
Position in BRO — Brown & Brown, Inc.
CIK 1568132
AUSTIN, TX
Position in BRO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$898
-$667 QoQ
Shares Held
14
-41.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#774
of 800 holders
Holding Since
Jun 2021
17 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, 2026Financial Management Professionals, Inc. holds $364,492 across 7 Insurance Brokers names. BRO ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,817 | $302,839 | |
| 2 | NP |
Neptune Insurance Holdings Inc.
|
684 | $21,546 | |
| 3 | GSHD |
Goosehead Insurance, Inc.
|
381 | $18,478 | |
| 4 | AON |
Aon plc
|
24 | $7,960 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
34 | $7,805 | |
| 6 | WTW |
Willis Towers Watson PLC
|
19 | $4,966 | |
| 7 | BRO |
Brown & Brown, Inc.
This page
|
14 | $898 |
All Filings in BRO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $898 | 14 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,565 | 24 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,115 | 14 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,313 | 14 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,552 | 14 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,354 | 35 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,428 | 14 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1 | 14 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1 | 14 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1 | 14 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $995 | 14 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $977 | 14 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $963 | 14 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1 | 14 | Shares | Sole | 2023-04-13 | |
| 2022-03-31 | $578 | 8 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $281 | 4 | Shares | Sole | 2022-01-28 | |
| 2021-06-30 | $1,541 | 29 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||