Position in BRO
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$11,606,270
-$2,230,845 QoQ
Shares Held
177,983
+2.5% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Aberdeen Group plc holds $198,024,681 across 6 Insurance Brokers names. BRO ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
412,136 | $71,484,988 | |
| 2 | AON |
Aon plc
|
158,598 | $51,192,262 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
191,075 | $41,383,023 | |
| 4 | WTW |
Willis Towers Watson PLC
|
75,523 | $21,954,535 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
177,983 | $11,606,270 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,606 | $403,603 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,606,270 | 177,983 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $13,837,115 | 173,615 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $17,216,467 | 183,564 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $18,798,673 | 169,556 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $20,397,868 | 163,970 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,775,351 | 86,016 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $10,215,270 | 98,603 | Shares | Defined | 2024-10-25 | |
| 2024-06-30 | $7,908,582 | 88,453 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $9,512,708 | 108,667 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $8,524,239 | 119,874 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $4,382,808 | 62,755 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $4,225,053 | 61,375 | Shares | Defined | 2024-06-20 | |
| 2023-03-31 | $3,512,953 | 61,180 | Shares | Defined | 2024-06-20 | |
| 2022-12-31 | $3,465,255 | 60,826 | Shares | Defined | 2024-06-20 | |
| 2022-09-30 | $3,428,428 | 56,687 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,268,205 | 56,020 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $4,201,704 | 58,139 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $4,849,318 | 69,000 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $4,032,488 | 72,723 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,509,706 | 28,410 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,503,904 | 32,901 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $1,526,174 | 32,191 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,447,236 | 31,969 | Shares | Defined | 2020-10-21 | |
| 2020-06-30 | $1,256,630 | 30,830 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $1,140,748 | 31,495 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||