Position in BRO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$449
-$72 QoQ
Shares Held
7
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#782
of 800 holders
Holding Since
Mar 2024
9 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, 2026Salomon & Ludwin, LLC holds $292,260 across 8 Insurance Brokers names. BRO ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
518 | $118,917 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
477 | $79,501 | |
| 3 | ERIE |
Erie Indemnity Co
|
108 | $25,893 | |
| 4 | AON |
Aon plc
|
69 | $22,886 | |
| 5 | CRVL |
Corvel Corp
|
358 | $22,382 | |
| 6 | WTW |
Willis Towers Watson PLC
|
55 | $14,375 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
162 | $7,857 | |
| 8 | BRO |
Brown & Brown, Inc.
This page
|
7 | $449 |
All Filings in BRO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449 | 7 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $521 | 8 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $19,367 | 243 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $18,382 | 196 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $886 | 8 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,100 | 41 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,182 | 41 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,247 | 41 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $12,255 | 140 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||