Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,821,232
+$4,590,142 QoQ
Shares Held
121,921
+146.1% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#159
of 800 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $25,043,317 across 7 Insurance Brokers names. BRO ranks #1 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
121,921 | $7,821,232 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
33,623 | $7,718,832 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
36,712 | $6,118,789 | |
| 4 | AON |
Aon plc
|
6,898 | $2,287,997 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,805 | $994,512 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,475 | $92,365 | |
| 7 | ERIE |
Erie Indemnity Co
|
40 | $9,590 |
All Filings in BRO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,821,232 | 121,921 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,231,090 | 49,549 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $4,395,455 | 55,150 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,540,925 | 59,078 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $6,393,318 | 57,665 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,359,992 | 18,971 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,849,112 | 18,125 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,666,095 | 16,082 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,748,501 | 19,556 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,669,562 | 19,072 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,351,303 | 19,003 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,348,400 | 19,307 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,631,094 | 23,694 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,434,696 | 24,986 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,199,560 | 21,056 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,094,929 | 18,104 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $941,840 | 16,144 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,261,834 | 17,460 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,234,187 | 17,561 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $395,192 | 7,127 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $376,762 | 7,090 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $245,234 | 5,365 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $266,870 | 5,629 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||