Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$108,478
+$3,555 QoQ
Shares Held
1,718
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#615
of 800 holders
Holding Since
Mar 2020
24 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, 2026Penserra Capital Management LLC holds $2,344,432 across 6 Insurance Brokers names. BRO ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
8,119 | $1,348,696 | |
| 2 | AON |
Aon plc
|
1,137 | $371,166 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,496 | $338,619 | |
| 4 | WTW |
Willis Towers Watson PLC
|
555 | $142,710 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
1,718 | $108,478 | |
| 6 | ERIE |
Erie Indemnity Co
|
145 | $34,763 |
All Filings in BRO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,478 | 1,718 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $104,923 | 1,636 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $126,323 | 1,585 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $123,523 | 1,344 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $144,354 | 1,326 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $2,589,760 | 20,842 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $173,640 | 1,726 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $116,655 | 1,150 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $101,658 | 1,137 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $97,518 | 1,114 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $151,109 | 2,149 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $177,324 | 2,563 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $216,089 | 3,155 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $70,051 | 1,220 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $69,502 | 1,220 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $81,648 | 1,350 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $76,775 | 1,316 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $234,805 | 3,249 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,785,463 | 25,405 | Shares | Defined | 2022-02-15 | |
| 2021-03-31 | $26,740 | 585 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $23,562 | 497 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $98,416 | 2,174 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $96,641 | 2,371 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $84,754 | 2,340 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||