Position in BRO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,415,257
+$818,468 QoQ
Shares Held
22,062
+141.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#322
of 800 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $23,996,612 across 7 Insurance Brokers names. BRO ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
107,554 | $17,925,998 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
8,332 | $1,912,754 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
22,062 | $1,415,257 | |
| 4 | ERIE |
Erie Indemnity Co
|
5,220 | $1,251,481 | |
| 5 | WTW |
Willis Towers Watson PLC
|
2,303 | $601,925 | |
| 6 | AON |
Aon plc
|
1,805 | $598,690 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
5,990 | $290,507 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,415,257 | 22,062 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $596,789 | 9,152 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,072,596 | 13,458 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,344,474 | 14,335 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,579,229 | 14,244 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,210,833 | 17,772 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,855,028 | 18,183 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,014,603 | 19,446 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,991,336 | 22,272 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $289,405 | 3,306 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,431,859 | 62,324 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,695,971 | 67,239 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,630,384 | 67,263 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,781,049 | 65,849 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,614,119 | 63,439 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,662,971 | 60,565 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,548,647 | 60,827 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,381,946 | 60,633 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,259,319 | 60,605 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,336,038 | 60,163 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,177,984 | 59,804 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,784,973 | 60,927 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,861,098 | 60,348 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,656,171 | 58,674 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,355,805 | 57,797 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,103,730 | 58,082 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||