Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,557,955
+$1,548,907 QoQ
Shares Held
161,907
+43.2% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Quantinno Capital Management LP holds $181,832,861 across 10 Insurance Brokers names. BRO ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
225,807 | $72,885,983 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
246,855 | $42,816,999 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
156,950 | $33,992,231 | |
| 4 | WTW |
Willis Towers Watson PLC
|
47,723 | $13,873,076 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
161,907 | $10,557,955 | |
| 6 | CRVL |
Corvel Corp
|
81,544 | $4,456,379 | |
| 7 | ERIE |
Erie Indemnity Co
|
6,067 | $1,524,697 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
31,878 | $1,359,915 |
All Filings in BRO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||