Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,747,601
+$3,189,646 QoQ
Shares Held
214,304
+32.4% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#113
of 806 holders
Holding Since
Mar 2020
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, 2026Quantinno Capital Management LP holds $232,853,785 across 10 Insurance Brokers names. BRO ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
225,133 | $74,674,364 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
342,553 | $57,093,308 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
209,501 | $48,095,144 | |
| 4 | WTW |
Willis Towers Watson PLC
|
79,933 | $20,892,088 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
214,304 | $13,747,601 | |
| 6 | ERIE |
Erie Indemnity Co
|
27,602 | $6,617,579 | |
| 7 | CRVL |
Corvel Corp
|
105,732 | $6,610,364 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
79,810 | $3,870,785 |
All Filings in BRO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,747,601 | 214,304 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,557,955 | 161,907 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,009,048 | 113,037 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,457,960 | 111,504 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,043,364 | 108,626 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,595,572 | 93,212 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,354,621 | 72,090 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,670,493 | 64,387 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,591,829 | 51,357 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,890,014 | 44,437 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,004,539 | 42,252 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,887,814 | 41,349 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,786,574 | 40,479 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,285,028 | 39,795 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,455,520 | 43,102 | Shares | Sole | 2023-02-13 | |
| 2020-12-31 | $201,729 | 4,255 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $362,748 | 8,013 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $326,609 | 8,013 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $290,230 | 8,013 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||