Swiss Life Asset Management Ltd

Position in BRO — Brown & Brown, Inc.

CIK 1637689 Zurich, V8

Position in BRO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,846,551

+$42,462 QoQ

Shares Held

28,317

+25.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Swiss Life Asset Management Ltd holds $42,779,590 across 5 Insurance Brokers names. BRO ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	148,112	$25,690,025
2	ERIE	Erie Indemnity Co	32,950	$8,280,664
3	AJG	Arthur J. Gallagher & Co.	31,006	$6,715,278
4	BRO	Brown & Brown, Inc. This page	28,317	$1,846,551
5	CRVL	Corvel Corp	4,521	$247,072

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,846,551	28,317	+25.1%	Shares	Sole	2026-05-14
2025-12-31	$1,804,089	22,636	+12.4%	Shares	Sole	2026-02-04
2025-09-30	$1,889,305	20,144	+13.4%	Shares	Defined	2025-12-02
2025-06-30	$1,969,161	17,761	+7.4%	Shares	Defined	2025-12-02
2025-03-31	$2,056,704	16,533	+54.1%	Shares	Defined	2025-12-02
2024-12-31	$1,094,266	10,726	+108.7%	Shares	Sole	2025-12-09
2024-09-30	$532,504	5,140	-4.7%	Shares	Defined	2025-12-09
2024-06-30	$482,009	5,391	-44.2%	Shares	Defined	2025-12-09
2023-12-31	$686,495	9,654	-74.3%	Shares	Defined	2025-12-09
2023-09-30	$2,627,171	37,617	+256.8%	Shares	Defined	2025-12-09
2023-06-30	$725,711	10,542	+8.9%	Shares	Defined	2025-12-09
2022-09-30	$585,506	9,681	-1.9%	Shares	Defined	2025-12-09
2022-06-30	$575,932	9,872	-1.2%	Shares	Defined	2025-12-09
2022-03-31	$722,410	9,996	0.0%	Shares	Defined	2025-12-09
2021-12-31	$702,518	9,996	0.0%	Shares	Defined	2025-12-29
2021-09-30	$554,278	9,996	-25.2%	Shares	Defined	2025-12-29
2021-06-30	$710,056	13,362	0.0%	Shares	Defined	2025-12-29
2021-03-31	$610,777	13,362	-68.5%	Shares	Defined	2025-12-29
2020-12-31	$2,010,183	42,400	+141.1%	Shares	Defined	2025-12-29
2020-09-30	$796,027	17,584	-67.9%	Shares	Defined	2025-12-29
2020-03-31	$1,983,478	54,762	—	Shares	Defined	2025-12-29
No filing history on record for this holder in this stock.