Position in BRO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,979,446
-$241,797 QoQ
Shares Held
46,445
-6.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#243
of 800 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026IFM Investors Pty Ltd holds $56,024,530 across 6 Insurance Brokers names. BRO ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
106,629 | $17,771,855 | |
| 2 | AON |
Aon plc
|
46,337 | $15,369,519 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
57,035 | $13,093,524 | |
| 4 | WTW |
Willis Towers Watson PLC
|
20,619 | $5,389,188 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
46,445 | $2,979,446 | |
| 6 | ERIE |
Erie Indemnity Co
|
5,927 | $1,420,998 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,979,446 | 46,445 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,221,243 | 49,398 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,193,734 | 52,619 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,901,277 | 52,258 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,793,844 | 52,258 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,542,766 | 44,556 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $4,715,466 | 46,221 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $5,562,594 | 53,693 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,848,346 | 54,226 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,746,944 | 54,226 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,856,010 | 54,226 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,787,143 | 54,226 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,752,950 | 54,517 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,556,223 | 44,518 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,420,598 | 42,489 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,304,650 | 38,106 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,118,617 | 36,315 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,624,485 | 36,315 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,159,423 | 30,726 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,703,756 | 30,726 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,670,509 | 31,436 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,140,144 | 24,943 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,101,571 | 23,235 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $909,927 | 20,100 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $740,976 | 18,179 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $626,280 | 17,291 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||