Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$221,381
-$1,376 QoQ
Shares Held
3,451
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#582
of 800 holders
Holding Since
Jun 2025
4 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, 2026World Investment Advisors holds $7,617,552 across 6 Insurance Brokers names. BRO ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
10,650 | $3,532,498 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10,013 | $1,668,866 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
6,647 | $1,525,951 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,458 | $381,077 | |
| 5 | CRVL |
Corvel Corp
|
4,603 | $287,779 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
3,451 | $221,381 |
All Filings in BRO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,381 | 3,451 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $222,757 | 3,416 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $300,971 | 3,209 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $216,639 | 1,954 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||