Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,007,462
-$2,584,371 QoQ
Shares Held
337,486
+9.4% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 20.54455592231974.ToString("F0")%
Shared 0.ToString("F0")%
None 79.45544407768026.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Cresset Asset Management, LLC holds $61,327,344 across 7 Insurance Brokers names. BRO ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARX |
Accelerant Holdings
|
1,839,620 | $24,577,323 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
337,486 | $22,007,462 | |
| 3 | ERIE |
Erie Indemnity Co
|
20,879 | $5,247,101 | |
| 4 | AON |
Aon plc
|
15,619 | $5,041,500 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,247 | $2,471,142 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
6,370 | $1,379,614 | |
| 7 | WTW |
Willis Towers Watson PLC
|
2,075 | $603,202 |
All Filings in BRO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,007,462 | 337,486 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,591,833 | 308,555 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,979,234 | 308,980 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $34,142,527 | 307,951 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $38,811,058 | 311,986 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $33,607,122 | 329,417 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $39,667,093 | 382,887 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $41,419,003 | 463,248 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $39,789,905 | 454,534 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $23,540,752 | 331,047 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,766,792 | 325,985 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $22,019,850 | 319,870 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,048,063 | 227,239 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,452,730 | 218,584 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,405,875 | 221,658 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,912,683 | 221,335 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,112,885 | 222,954 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,480,575 | 220,270 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||