Position in BRO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$200,651
-$14,539 QoQ
Shares Held
3,077
+14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Parallel Advisors, LLC holds $3,342,958 across 12 Insurance Brokers names. BRO ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,681 | $1,158,819 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
4,110 | $890,143 | |
| 3 | AON |
Aon plc
|
2,081 | $671,705 | |
| 4 | ERIE |
Erie Indemnity Co
|
856 | $215,121 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
3,077 | $200,651 | |
| 6 | WTW |
Willis Towers Watson PLC
|
564 | $163,954 | |
| 7 | CRVL |
Corvel Corp
|
262 | $14,318 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
505 | $11,079 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,651 | 3,077 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $215,190 | 2,700 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $194,708 | 2,076 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $278,061 | 2,508 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $299,182 | 2,405 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $248,418 | 2,435 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $242,527 | 2,341 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $162,815 | 1,821 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $158,184 | 1,807 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $119,251 | 1,677 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $113,839 | 1,630 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $110,212 | 1,601 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $88,886 | 1,548 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $83,005 | 1,457 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $123,742 | 2,046 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $108,745 | 1,864 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $322,757 | 4,466 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $301,220 | 4,286 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $208,270 | 3,756 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $134,337 | 2,528 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $40,499 | 886 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $115,964 | 2,446 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,374 | 185 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $3,546 | 87 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $4,165 | 115 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||