Position in BRO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$711,997
+$506,327 QoQ
Shares Held
11,099
+251.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#60
of 184 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $12,703,947 across 8 Insurance Brokers names. BRO ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
14,058 | $4,662,893 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
19,951 | $3,325,229 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
9,034 | $2,073,928 | |
| 4 | WTW |
Willis Towers Watson PLC
|
3,311 | $865,393 | |
| 5 | ERIE |
Erie Indemnity Co
|
3,301 | $791,412 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
11,099 | $711,997 | |
| 7 | CRVL |
Corvel Corp
|
4,124 | $257,831 | |
| 8 | SLQT |
SelectQuote, Inc.
|
18,151 | $15,264 |
All Filings in BRO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,997 | 11,099 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $205,670 | 3,154 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $223,874 | 2,809 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $749,943 | 7,996 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $303,229 | 2,735 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $321,574 | 2,585 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $203,325 | 1,993 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||