Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,601,671
+$2,528,255 QoQ
Shares Held
71,733
+125.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#210
of 800 holders
Holding Since
Jun 2021
21 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, 2026Tidal Investments LLC holds $220,554,386 across 6 Insurance Brokers names. BRO ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
638,601 | $146,603,631 | |
| 2 | AON |
Aon plc
|
97,552 | $32,357,022 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
152,428 | $25,405,174 | |
| 4 | WTW |
Willis Towers Watson PLC
|
37,826 | $9,886,581 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
71,733 | $4,601,671 | |
| 6 | ERIE |
Erie Indemnity Co
|
7,092 | $1,700,307 |
All Filings in BRO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,601,671 | 71,733 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,073,416 | 31,796 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,532,789 | 19,232 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,220,290 | 23,673 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,019,652 | 216,647 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,041,455 | 24,449 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $24,914,711 | 244,214 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,853,637 | 259,205 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $3,078,654 | 34,433 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,861,012 | 21,259 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,381,738 | 19,431 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,518,709 | 36,064 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,115,423 | 45,256 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $616,863 | 10,743 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $317,322 | 5,570 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $240,408 | 3,975 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $224,900 | 3,855 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $790,995 | 10,945 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $694,577 | 9,883 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $278,636 | 5,025 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $223,134 | 4,199 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||