Position in BRO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$61,669,097
+$6,744,958 QoQ
Shares Held
945,700
+37.2% QoQ
Ownership
0.279%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026STOREBRAND ASSET MANAGEMENT AS holds $319,221,655 across 6 Insurance Brokers names. BRO ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
942,473 | $163,471,941 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
945,700 | $61,669,097 | |
| 3 | AON |
Aon plc
|
137,534 | $44,393,224 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
144,592 | $31,315,735 | |
| 5 | WTW |
Willis Towers Watson PLC
|
62,879 | $18,278,925 | |
| 6 | ERIE |
Erie Indemnity Co
|
369 | $92,733 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,669,097 | 945,700 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $54,924,139 | 689,136 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $35,379,088 | 377,216 | Shares | Sole | 2026-06-03 | |
| 2025-06-30 | $41,377,238 | 373,205 | Shares | Sole | 2026-06-03 | |
| 2025-03-31 | $91,722,981 | 737,323 | Shares | Sole | 2026-06-03 | |
| 2024-12-31 | $145,154,158 | 1,422,801 | Shares | Sole | 2026-06-17 | |
| 2024-09-30 | $147,650,616 | 1,425,199 | Shares | Sole | 2026-06-17 | |
| 2024-06-30 | $197,973,767 | 2,214,224 | Shares | Sole | 2026-06-17 | |
| 2024-03-31 | $193,997,569 | 2,216,102 | Shares | Sole | 2026-06-17 | |
| 2023-12-31 | $158,119,484 | 2,223,590 | Shares | Sole | 2026-06-18 | |
| 2023-09-30 | $10,683,075 | 152,965 | Shares | Sole | 2026-06-18 | |
| 2023-06-30 | $8,837,197 | 128,373 | Shares | Sole | 2026-06-18 | |
| 2023-03-31 | $7,207,760 | 125,527 | Shares | Sole | 2026-06-18 | |
| 2022-12-31 | $7,272,733 | 127,659 | Shares | Sole | 2026-06-18 | |
| 2022-09-30 | $6,200,349 | 102,519 | Shares | Sole | 2026-06-18 | |
| 2022-06-30 | $5,685,233 | 97,450 | Shares | Sole | 2026-06-18 | |
| 2022-03-31 | $6,821,565 | 94,390 | Shares | Sole | 2026-06-18 | |
| 2021-12-31 | $6,101,428 | 86,816 | Shares | Sole | 2026-06-18 | |
| 2021-09-30 | $3,970,885 | 71,612 | Shares | Sole | 2026-06-18 | |
| 2021-06-30 | $479,641 | 9,026 | Shares | Sole | 2026-06-18 | |
| 2021-03-31 | $412,578 | 9,026 | Shares | Sole | 2026-06-18 | |
| 2020-12-31 | $427,922 | 9,026 | Shares | Sole | 2026-06-18 | |
| 2020-09-30 | $359,670 | 7,945 | Shares | Sole | 2026-06-18 | |
| 2020-06-30 | $202,699 | 4,973 | Shares | Sole | 2026-06-18 | |
| 2020-03-31 | $102,683 | 2,835 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||