Vontobel Holding Ltd.

Position in BRO — Brown & Brown, Inc.

CIK 1588340 ZURICH, V8

Position in BRO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$388,748

+$10,401 QoQ

Shares Held

6,060

+4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#502

of 800 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Financial Services · as of Jun 30, 2026

Vontobel Holding Ltd. holds $190,415,155 across 5 Insurance Brokers names. BRO ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	540,802	$179,378,611
2	MRSH	Marsh & Mclennan Companies, Inc.	45,752	$7,625,485
3	AJG	Arthur J. Gallagher & Co.	11,882	$2,727,748
4	BRO	Brown & Brown, Inc. This page	6,060	$388,748
5	WTW	Willis Towers Watson PLC	1,127	$294,563

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$388,748	6,060	+4.4%	Shares	Defined	2026-08-03
2026-03-31	$378,347	5,802	+11.9%	Shares	Defined	2026-05-08
2025-12-31	$413,403	5,187	-27.8%	Shares	Defined	2026-02-13
2025-09-30	$674,254	7,189	+49.7%	Shares	Defined	2025-10-15
2025-06-30	$532,285	4,801	+3.0%	Shares	Defined	2025-07-23
2025-03-31	$580,076	4,663	-8.8%	Shares	Defined	2025-04-28
2024-12-31	$521,525	5,112	+13.5%	Shares	Defined	2025-01-30
2024-09-30	$466,717	4,505	-3.1%	Shares	Defined	2024-10-16
2024-06-30	$415,576	4,648	-8.5%	Shares	Defined	2024-08-13
2024-03-31	$444,527	5,078	-3.7%	Shares	Defined	2024-05-10
2023-12-31	$375,105	5,275	0.0%	Shares	Defined	2024-06-04
2023-09-30	$368,405	5,275	-7.0%	Shares	Defined	2024-06-04
2023-06-30	$390,666	5,675	0.0%	Shares	Defined	2024-06-04
2023-03-31	$325,858	5,675	+8.8%	Shares	Defined	2024-06-04
2022-12-31	$297,211	5,217	+13.4%	Shares	Defined	2023-02-14
2022-09-30	$278,146	4,599	-4.6%	Shares	Defined	2022-11-04
2022-06-30	$281,314	4,822	-13.1%	Shares	Defined	2022-07-27
2022-03-31	$401,097	5,550	+37.1%	Shares	Defined	2022-05-13
2021-12-31	$284,492	4,048	+4.0%	Shares	Defined	2022-02-14
2021-09-30	$215,921	3,894	0.0%	Shares	Defined	2021-10-29
2021-06-30	$206,926	3,894	-15.3%	Shares	Defined	2021-08-06
2020-12-31	$217,943	4,597	—	Shares	Defined	2021-02-12
No filing history on record for this holder in this stock.