Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,254,046
+$1,733,495 QoQ
Shares Held
97,491
+40.6% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#180
of 806 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $47,747,961 across 11 Insurance Brokers names. BRO ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
71,572 | $11,928,904 | |
| 2 | CRVL |
Corvel Corp
|
150,104 | $9,384,500 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
30,798 | $7,070,295 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
97,491 | $6,254,046 | |
| 5 | WTW |
Willis Towers Watson PLC
|
20,504 | $5,359,129 | |
| 6 | AON |
Aon plc
|
12,226 | $4,055,240 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
129,339 | $3,437,830 | |
| 8 | ERIE |
Erie Indemnity Co
|
843 | $202,108 |
All Filings in BRO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,254,046 | 97,491 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,520,551 | 69,323 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,981,089 | 62,498 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $2,229,013 | 23,766 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,915,389 | 17,276 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,410,125 | 19,374 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,123,137 | 20,811 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,950,269 | 18,825 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,657,213 | 18,535 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2,315,695 | 26,453 | Shares | Defined | 2024-05-14 | |
| 2023-06-30 | $358,587 | 5,209 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $23,290,642 | 405,619 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $263,658 | 4,649 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $64,411 | 1,065 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $78,933 | 1,353 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,713,159 | 23,705 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,873,031 | 26,651 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $628,303 | 11,331 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $27,100 | 510 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $5,027 | 110 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $510,652 | 10,771 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $485,882 | 10,733 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $438,333 | 10,754 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $625,700 | 17,275 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||