Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$866,153
-$9,805,463 QoQ
Shares Held
13,502
-91.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#388
of 806 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Derivatives in BRO
reported options exposure · as of Mar 31, 2026CallValue
$1,147,696
CallShares
17,600
PutValue
$2,699,694
PutShares
41,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Squarepoint Ops LLC holds $14,600,188 across 11 Insurance Brokers names. BRO ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
22,898 | $3,816,409 | |
| 2 | AON |
Aon plc
|
10,148 | $3,365,990 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
12,120 | $2,782,388 | |
| 4 | WTW |
Willis Towers Watson PLC
|
4,441 | $1,160,744 | |
| 5 | CRVL |
Corvel Corp
|
14,000 | $875,280 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
13,502 | $866,153 | |
| 7 | SLQT |
SelectQuote, Inc.
|
637,242 | $535,920 | |
| 8 | ARX |
Accelerant Holdings
|
40,428 | $473,816 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $866,153 | 13,502 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,671,616 | 163,650 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $1,147,696 | 17,600 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $2,699,694 | 41,400 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $406,470 | 5,100 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $24,928,486 | 312,779 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $29,681,908 | 316,472 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $59,799,175 | 539,363 | Shares | Defined | 2025-08-27 | |
| 2025-03-31 | $9,972,028 | 80,161 | Shares | Defined | 2025-08-27 | |
| 2024-12-31 | $5,014,589 | 49,153 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $660,346 | 6,374 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $573,654 | 6,416 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $560,781 | 6,406 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,109,964 | 71,860 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,832,500 | 40,557 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $621,074 | 9,022 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $5,633,136 | 98,879 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,184,442 | 102,256 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,535,719 | 129,169 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,931,560 | 40,564 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,526,102 | 64,401 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $749,184 | 13,511 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $1,273,891 | 27,869 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $722,291 | 15,235 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,228,642 | 49,230 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $345,237 | 8,470 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||