Position in BRO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,236,170
+$1,048,318 QoQ
Shares Held
19,270
+717.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#335
of 783 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $16,251,532 across 13 Insurance Brokers names. BRO ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
20,140 | $6,680,236 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
30,312 | $5,052,101 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
9,978 | $2,290,649 | |
| 4 | BRO |
Brown & Brown, Inc.
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|
19,270 | $1,236,170 | |
| 5 | CRVL |
Corvel Corp
|
5,824 | $364,116 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,169 | $280,267 | |
| 7 | WTW |
Willis Towers Watson PLC
|
717 | $187,402 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
1,575 | $76,387 |
All Filings in BRO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,236,170 | 19,270 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $187,852 | 2,357 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,549,471 | 48,507 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $56,211 | 507 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $62,697 | 504 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $197,000 | 1,931 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $159,026 | 1,535 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $136,797 | 1,530 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,750 | 20 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $142 | 2 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $139 | 2 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $137 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $114 | 2 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $113 | 2 | Shares | Sole | 2023-02-24 | |
| No filing history on record for this holder in this stock. | ||||||