Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,513,641
-$1,789,654 QoQ
Shares Held
179,480
-12.0% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#123
of 800 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Baird Financial Group, Inc. holds $86,108,314 across 6 Insurance Brokers names. BRO ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
302,741 | $50,457,841 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
179,480 | $11,513,641 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
46,221 | $10,610,954 | |
| 4 | AON |
Aon plc
|
31,867 | $10,569,964 | |
| 5 | WTW |
Willis Towers Watson PLC
|
9,910 | $2,590,176 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
7,541 | $365,738 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,513,641 | 179,480 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $13,303,295 | 204,007 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,438,690 | 181,163 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,824,893 | 179,389 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $19,823,555 | 178,800 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $21,797,119 | 175,218 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $18,185,983 | 178,259 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $19,313,008 | 186,419 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,821,865 | 188,143 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $16,361,488 | 186,903 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $13,196,522 | 185,579 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,022,086 | 186,456 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,711,167 | 184,648 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,401,574 | 181,149 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,065,966 | 194,242 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,588,911 | 208,150 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $11,633,637 | 199,411 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $11,557,057 | 159,915 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $10,973,519 | 156,140 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $8,166,454 | 147,276 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,258,392 | 136,590 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $6,054,380 | 132,452 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,872,041 | 102,764 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $4,596,761 | 101,541 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,544,204 | 86,953 | Shares | Defined | 2020-10-22 | |
| No filing history on record for this holder in this stock. | ||||||