Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,295,322
-$574,194 QoQ
Shares Held
35,199
-2.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Advisory Services Network, LLC holds $5,773,904 across 12 Insurance Brokers names. BRO ranks #1 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
35,199 | $2,295,322 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,008 | $1,042,082 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,222 | $914,396 | |
| 4 | AON |
Aon plc
|
2,320 | $748,843 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
26,415 | $579,544 | |
| 6 | WTW |
Willis Towers Watson PLC
|
607 | $176,451 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
232 | $9,896 | |
| 8 | ERIE |
Erie Indemnity Co
|
15 | $3,769 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,295,322 | 35,199 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,869,516 | 36,004 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,540,111 | 27,083 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $3,694,184 | 33,320 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $6,530,747 | 52,498 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,554,067 | 54,441 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,698,620 | 35,701 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,192,023 | 35,701 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,075,103 | 35,128 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,659,441 | 37,399 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,634,504 | 37,722 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,754,356 | 40,011 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,319,308 | 40,392 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,174,943 | 38,177 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,206,733 | 36,487 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,095,339 | 35,916 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,454,433 | 33,962 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $2,522,841 | 35,897 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,033,739 | 36,677 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,937,005 | 36,451 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,648,347 | 36,061 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,699,315 | 35,843 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,606,224 | 35,481 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,494,832 | 36,674 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,419,134 | 39,181 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||