Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$620,907
+$67,862 QoQ
Shares Held
9,679
+14.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#430
of 800 holders
Holding Since
Sep 2020
24 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 Jun 30, 2026Independent Advisor Alliance holds $3,367,118 across 6 Insurance Brokers names. BRO ranks #3 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
3,842 | $882,007 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,388 | $731,347 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
9,679 | $620,907 | |
| 4 | AON |
Aon plc
|
1,352 | $448,444 | |
| 5 | ERIE |
Erie Indemnity Co
|
1,867 | $447,613 | |
| 6 | WTW |
Willis Towers Watson PLC
|
906 | $236,800 |
All Filings in BRO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,907 | 9,679 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $553,045 | 8,481 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,694,258 | 33,805 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,155,376 | 33,643 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,691,305 | 33,294 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,200,116 | 33,763 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,040,603 | 39,606 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,731,515 | 45,671 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,113,663 | 46,009 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,058,704 | 46,364 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,306,330 | 46,496 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,601,020 | 51,561 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,538,789 | 51,406 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,916,591 | 50,794 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,796,714 | 49,091 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,982,268 | 49,310 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,761,582 | 47,336 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,001,228 | 41,528 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,925,405 | 41,625 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,313,540 | 41,723 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,217,160 | 41,723 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,901,033 | 41,589 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $771,408 | 16,271 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,469,611 | 120,822 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||