Global Retirement Partners, LLC
PensionPosition in BRO — Brown & Brown, Inc.
CIK 1749744
San Rafael, CA
Position in BRO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$107,964
-$53,030 QoQ
Shares Held
1,683
-16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#603
of 783 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $104,146,735 across 11 Insurance Brokers names. BRO ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
441,225 | $101,292,023 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
8,069 | $1,344,860 | |
| 3 | AON |
Aon plc
|
2,811 | $932,380 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,579 | $412,703 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
1,683 | $107,964 | |
| 6 | ERIE |
Erie Indemnity Co
|
119 | $28,530 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
486 | $23,571 | |
| 8 | CRD-A |
Crawford & Co
|
205 | $2,310 |
All Filings in BRO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,964 | 1,683 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $160,994 | 2,020 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $197,334 | 2,104 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $382,168 | 3,447 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $691,899 | 6,782 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,739,133 | 16,787 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,542,501 | 17,252 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $146,366 | 1,672 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $56,745 | 798 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $52,938 | 758 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $37,862 | 550 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,067 | 36 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,367 | 24 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,600 | 43 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,633 | 28 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,951 | 27 | Shares | Sole | 2022-07-14 | |
| 2021-03-31 | $6,856 | 150 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||