Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,398,726
-$223,242 QoQ
Shares Held
21,804
-12.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 800 holders
Holding Since
Sep 2020
24 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, 2026Pacer Advisors, Inc. holds $19,502,132 across 7 Insurance Brokers names. BRO ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
36,082 | $6,013,786 | |
| 2 | AON |
Aon plc
|
15,987 | $5,302,728 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
19,167 | $4,400,168 | |
| 4 | WTW |
Willis Towers Watson PLC
|
7,071 | $1,848,147 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
21,804 | $1,398,726 | |
| 6 | ERIE |
Erie Indemnity Co
|
2,194 | $526,011 | |
| 7 | CRVL |
Corvel Corp
|
201 | $12,566 |
All Filings in BRO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,398,726 | 21,804 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,621,968 | 24,873 | Shares | Sole | 2026-06-18 | |
| 2025-12-31 | $1,837,722 | 23,058 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $2,211,005 | 23,574 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,694,964 | 33,327 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,337,154 | 26,826 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,481,534 | 34,126 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,679,248 | 54,819 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,994,749 | 44,679 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,248,841 | 48,536 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,120,764 | 15,761 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,033,143 | 14,793 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $992,810 | 14,422 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $836,092 | 14,561 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $30,934 | 543 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $28,909 | 478 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $21,702 | 372 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $869,769 | 12,035 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $925,236 | 13,165 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $765,154 | 13,799 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,374,359 | 25,863 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,141,058 | 24,963 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $1,155,429 | 24,371 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,439,555 | 53,889 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||