Position in BRO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$902,975
-$119,322 QoQ
Shares Held
14,076
-10.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#379
of 800 holders
Holding Since
Mar 2022
18 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, 2026Metis Global Partners, LLC holds $8,786,644 across 6 Insurance Brokers names. BRO ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,859 | $2,476,549 | |
| 2 | AON |
Aon plc
|
6,834 | $2,266,769 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
7,371 | $1,692,160 | |
| 4 | WTW |
Willis Towers Watson PLC
|
4,263 | $1,114,220 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
14,076 | $902,975 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,393 | $333,971 |
All Filings in BRO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,975 | 14,076 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,022,297 | 15,677 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,351,393 | 16,956 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,648,546 | 17,577 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,891,109 | 17,057 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,247,286 | 18,065 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,597,837 | 15,662 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,560,630 | 15,064 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,259,786 | 14,090 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,200,786 | 13,717 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $961,336 | 13,519 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $961,766 | 13,771 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $868,347 | 12,614 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $629,954 | 10,971 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $485,384 | 8,520 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $387,676 | 6,410 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $295,667 | 5,068 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $270,795 | 3,747 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||