Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$625,624
-$956,043 QoQ
Shares Held
9,594
-58.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
8 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, 2026Vestmark Advisory Solutions, Inc. holds $17,871,125 across 6 Insurance Brokers names. BRO ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
46,530 | $8,070,627 | |
| 2 | WTW |
Willis Towers Watson PLC
|
12,988 | $3,775,611 | |
| 3 | AON |
Aon plc
|
7,941 | $2,563,195 | |
| 4 | CRVL |
Corvel Corp
|
31,113 | $1,700,325 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
5,244 | $1,135,743 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
9,594 | $625,624 |
All Filings in BRO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $625,624 | 9,594 | Shares | Sole | 2026-05-15 | |
| 2023-06-30 | $1,581,667 | 22,976 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,261,345 | 21,967 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $967,977 | 16,991 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,002,456 | 16,575 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $834,320 | 14,301 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $648,406 | 8,972 | Shares | Sole | 2022-04-27 | |
| 2020-06-30 | $225,076 | 5,522 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||