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Equibles

Swiss Life Asset Management Ltd

Position in BRO — Brown & Brown, Inc.

CIK 1637689 Zurich, V8
Back to BRO Full portfolio

Position in BRO

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$2,286,177
+$439,626 QoQ
Shares Held
35,638
+25.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#272
of 806 holders
Holding Since
Mar 2020
22 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, 2026

Swiss Life Asset Management Ltd holds $68,256,532 across 8 Insurance Brokers names. BRO ranks #6 (3.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 158,021 $26,337,359
2 AON
Aon plc
 46,994 $15,587,440
3 ERIE
Erie Indemnity Co
 39,732 $9,525,747
4 AJG
Arthur J. Gallagher & Co.
 33,659 $7,727,096
5 WTW
Willis Towers Watson PLC
 23,927 $6,253,800
6 BRO
Brown & Brown, Inc.
This page 		35,638 $2,286,177
7 CRVL
Corvel Corp
 4,531 $283,278
8 RYAN
Ryan Specialty Holdings, Inc.
 6,770 $255,635

All Filings in BRO

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,286,177 35,638
2026-03-31 $1,846,551 28,317
2025-12-31 $1,804,089 22,636
2025-09-30 $1,889,305 20,144
2025-06-30 $1,969,161 17,761
2025-03-31 $2,056,704 16,533
2024-12-31 $1,094,266 10,726
2024-09-30 $532,504 5,140
2024-06-30 $482,009 5,391
2023-12-31 $686,495 9,654
2023-09-30 $2,627,171 37,617
2023-06-30 $725,711 10,542
2022-09-30 $585,506 9,681
2022-06-30 $575,932 9,872
2022-03-31 $722,410 9,996
2021-12-31 $702,518 9,996
2021-09-30 $554,278 9,996
2021-06-30 $710,056 13,362
2021-03-31 $610,777 13,362
2020-12-31 $2,010,183 42,400
2020-09-30 $796,027 17,584
2020-03-31 $1,983,478 54,762