Position in BRO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$72,232
+$56,256 QoQ
Shares Held
1,126
+359.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#627
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, 2026Versant Capital Management, Inc holds $968,702 across 9 Insurance Brokers names. BRO ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,903 | $317,173 | |
| 2 | AON |
Aon plc
|
763 | $253,079 | |
| 3 | WTW |
Willis Towers Watson PLC
|
380 | $99,320 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
1,126 | $72,232 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
293 | $67,264 | |
| 6 | CRVL |
Corvel Corp
|
907 | $56,705 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
772 | $37,442 | |
| 8 | ERIE |
Erie Indemnity Co
|
140 | $33,565 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,232 | 1,126 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $15,976 | 245 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $18,251 | 229 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $53,366 | 569 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $81,489 | 735 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $91,060 | 732 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $42,134 | 413 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $18,544 | 179 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $16,004 | 179 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $5,252 | 60 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $4,266 | 60 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $4,190 | 60 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,130 | 60 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,239 | 39 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $2,221 | 39 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,358 | 39 | Shares | Sole | 2022-12-30 | |
| 2022-06-30 | $2,275 | 39 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,818 | 39 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,740 | 39 | Shares | Sole | 2022-01-06 | |
| 2021-09-30 | $2,162 | 39 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,072 | 39 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,782 | 39 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,848 | 39 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,765 | 39 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,589 | 39 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,521 | 42 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||