Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,824,883
-$24,504,364 QoQ
Shares Held
89,325
-72.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Holocene Advisors, LP holds $47,636,822 across 5 Insurance Brokers names. BRO ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
203,290 | $35,260,650 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
89,325 | $5,824,883 | |
| 3 | ERIE |
Erie Indemnity Co
|
19,820 | $4,980,964 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
50,000 | $1,209,500 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
16,446 | $360,825 |
All Filings in BRO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,824,883 | 89,325 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $30,329,247 | 323,374 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $67,234,561 | 606,427 | Shares | Sole | 2025-08-14 | |
| 2023-06-30 | $4,433,640 | 64,405 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,356,221 | 110,697 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||