Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,148,628
-$3,889,319 QoQ
Shares Held
610,267
-7.5% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
3.08%
of 13F equity value
Holder Rank
#67
of 805 holders
Holding Since
Dec 2021
19 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, 2026Dundas Partners LLP holds $39,148,628 across 1 Insurance Brokers name. BRO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
610,267 | $39,148,628 |
All Filings in BRO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,148,628 | 610,267 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $43,037,947 | 659,990 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $53,144,199 | 666,803 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $59,419,810 | 633,541 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $55,779,916 | 503,111 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $62,587,008 | 503,111 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $51,327,384 | 503,111 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $49,645,638 | 479,205 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $42,845,719 | 479,205 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $41,553,224 | 474,677 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $31,638,474 | 444,923 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $30,588,523 | 437,980 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,150,543 | 437,980 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $25,148,811 | 437,980 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $24,951,093 | 437,969 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $25,987,590 | 429,689 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $25,068,056 | 429,689 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $31,053,624 | 429,689 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $24,360,242 | 346,617 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||