Position in BRO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$357,764
-$51,037 QoQ
Shares Held
5,577
-11.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#518
of 807 holders
Holding Since
Sep 2022
6 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $4,855,295 across 6 Insurance Brokers names. BRO ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10,253 | $1,708,867 | |
| 2 | CRD-A |
Crawford & Co
|
91,898 | $1,035,690 | |
| 3 | AON |
Aon plc
|
3,070 | $1,018,288 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
1,735 | $398,303 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
5,577 | $357,764 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,287 | $336,383 |
All Filings in BRO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,764 | 5,577 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $408,801 | 6,269 | Shares | Sole | 2026-04-20 | |
| 2025-09-30 | $216,092 | 2,304 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $303,562 | 2,738 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $255,268 | 2,052 | Shares | Sole | 2025-04-17 | |
| 2022-09-30 | $1,309,936 | 21,659 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||