Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,569,693
-$479,576 QoQ
Shares Held
86,823
-6.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#190
of 800 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $29,618,537 across 16 Insurance Brokers names. BRO ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
59,245 | $9,874,362 | |
| 2 | AON |
Aon plc
|
22,547 | $7,478,613 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
86,823 | $5,569,693 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
21,922 | $5,032,631 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,674 | $960,272 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,891 | $453,367 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
2,123 | $66,874 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
2,087 | $55,471 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,569,693 | 86,823 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,049,269 | 92,766 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,264,394 | 153,882 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $17,080,189 | 182,111 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,271,739 | 65,588 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $7,946,671 | 63,880 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $6,814,117 | 66,792 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $7,445,419 | 71,867 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,546,546 | 62,035 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,610,060 | 41,239 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,074,750 | 113,553 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $8,229,594 | 117,835 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,909,437 | 114,896 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $6,120,968 | 106,600 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,228,930 | 91,784 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,305,581 | 104,259 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,753,726 | 115,765 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,162,113 | 115,993 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $6,103,041 | 86,839 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $4,188,910 | 75,544 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $3,905,894 | 73,502 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $3,347,295 | 73,229 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,451,350 | 72,798 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,546,416 | 100,429 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,788,232 | 92,940 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,468,025 | 95,749 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||