Position in BRO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$120,988,349
-$36,200,611 QoQ
Shares Held
1,855,365
-5.9% QoQ
Ownership
0.547%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.76207376985121.ToString("F0")%
Shared 0.ToString("F0")%
None 4.237926230148785.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Derivatives in BRO
reported options exposure · as of Sep 30, 2025CallValue
$18,758
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026UBS Group AG holds $1,618,633,693 across 19 Insurance Brokers names. BRO ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,721,091 | $818,873,230 | |
| 2 | AON |
Aon plc
|
903,928 | $291,769,877 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
989,174 | $214,235,304 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
1,855,365 | $120,988,349 | |
| 5 | WTW |
Willis Towers Watson PLC
|
281,850 | $81,933,793 | |
| 6 | ERIE |
Erie Indemnity Co
|
139,160 | $34,972,297 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,266,825 | $27,794,140 | |
| 8 | ARX |
Accelerant Holdings
|
685,647 | $9,160,243 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,988,349 | 1,855,365 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $157,188,960 | 1,972,258 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $18,758 | 200 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $140,319,873 | 1,496,107 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $98,918,100 | 892,199 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $154,785,072 | 1,244,253 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $142,533,056 | 1,397,109 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $76,107,043 | 734,624 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $57,859,351 | 647,124 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $59,540,854 | 680,156 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $32,767,272 | 460,797 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $26,648,149 | 381,560 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $33,015,318 | 479,595 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $19,055,456 | 331,861 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $19,466,760 | 341,702 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $13,040,272 | 215,613 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $16,839,431 | 288,643 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $17,754,641 | 245,671 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,331,003 | 61,625 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,372,223 | 223,124 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $24,701,118 | 464,831 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,105,924 | 286,719 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $13,684,467 | 288,641 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $14,895,187 | 329,030 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,127,798 | 76,737 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,998,869 | 82,796 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||