Position in BRO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,534,502
+$350,815 QoQ
Shares Held
39,509
+18.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#261
of 806 holders
Holding Since
Jun 2025
5 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, 2026Summit Trail Advisors, LLC holds $62,583,882 across 7 Insurance Brokers names. BRO ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
89,714 | $29,757,236 | |
| 2 | ERIE |
Erie Indemnity Co
|
92,804 | $22,249,759 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
17,118 | $2,853,057 | |
| 4 | WTW |
Willis Towers Watson PLC
|
9,795 | $2,560,119 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
39,509 | $2,534,502 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
9,114 | $2,092,300 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
14,219 | $536,909 |
All Filings in BRO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,534,502 | 39,509 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,183,687 | 33,487 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,638,233 | 20,555 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,902,717 | 20,287 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $715,222 | 6,451 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||