Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$735,415
-$3,009,269 QoQ
Shares Held
11,464
-80.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#409
of 800 holders
Holding Since
Sep 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, 2026MUFG Securities EMEA plc holds $10,172,729 across 6 Insurance Brokers names. BRO ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
18,858 | $3,143,062 | |
| 2 | AON |
Aon plc
|
8,360 | $2,772,928 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
10,062 | $2,309,933 | |
| 4 | WTW |
Willis Towers Watson PLC
|
3,723 | $973,080 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
11,464 | $735,415 | |
| 6 | ERIE |
Erie Indemnity Co
|
994 | $238,311 |
All Filings in BRO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,415 | 11,464 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,744,684 | 57,425 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,576,772 | 57,425 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $525,974 | 5,608 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $91,800 | 828 | Shares | Sole | 2025-10-07 | |
| 2021-09-30 | $2,384,350 | 43,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,285,020 | 43,000 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $10,709,853 | 234,300 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,943,810 | 41,000 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,556,964 | 233,200 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||