Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,955,912
+$6,009,196 QoQ
Shares Held
108,432
+974.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#169
of 806 holders
Holding Since
Mar 2020
10 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 Jun 30, 2026Interval Partners, LP holds $30,986,670 across 5 Insurance Brokers names. BRO ranks #3 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
58,066 | $13,330,211 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
47,762 | $7,960,492 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
108,432 | $6,955,912 | |
| 4 | WTW |
Willis Towers Watson PLC
|
8,421 | $2,200,996 | |
| 5 | NP |
Neptune Insurance Holdings Inc.
|
17,113 | $539,059 |
All Filings in BRO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,955,912 | 108,432 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $946,716 | 10,094 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,738,963 | 51,763 | Shares | Sole | 2025-08-14 | |
| 2023-03-31 | $3,076,850 | 53,585 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,774,017 | 118,905 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $784,439 | 13,446 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $948,905 | 13,130 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,403,562 | 91,115 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,597,315 | 137,012 | Shares | Sole | 2021-11-15 | |
| 2020-03-31 | $1,086,600 | 30,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||