Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$925,590
+$291,658 QoQ
Shares Held
14,194
+78.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Vident Advisory, LLC holds $34,850,783 across 7 Insurance Brokers names. BRO ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
41,968 | $12,200,095 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
54,750 | $11,857,753 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
22,222 | $3,854,403 | |
| 4 | ERIE |
Erie Indemnity Co
|
14,582 | $3,664,601 | |
| 5 | AON |
Aon plc
|
6,872 | $2,218,143 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
14,194 | $925,590 | |
| 7 | CRD-A |
Crawford & Co
|
13,059 | $130,198 |
All Filings in BRO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $925,590 | 14,194 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $633,932 | 7,954 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $883,219 | 9,417 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,004,259 | 9,058 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,043,466 | 8,388 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $443,378 | 4,346 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $330,484 | 3,190 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $19,285,498 | 220,305 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $10,570,856 | 148,655 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,116,742 | 144,856 | Shares | Defined | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||