Vanguard Personalized Indexing Management, LLC
Position in BRO — Brown & Brown, Inc.
CIK 1767306
OAKLAND, CA
Position in BRO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,800,023
+$1,926,740 QoQ
Shares Held
74,825
+69.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#205
of 783 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $36,412,358 across 9 Insurance Brokers names. BRO ranks #4 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
64,806 | $10,801,216 | |
| 2 | AON |
Aon plc
|
26,534 | $8,801,062 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
32,250 | $7,403,632 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
74,825 | $4,800,023 | |
| 5 | WTW |
Willis Towers Watson PLC
|
9,690 | $2,532,675 | |
| 6 | ERIE |
Erie Indemnity Co
|
5,491 | $1,316,467 | |
| 7 | CRVL |
Corvel Corp
|
11,626 | $726,857 | |
| 8 | EHTH |
eHealth, Inc.
|
10,495 | $15,637 |
All Filings in BRO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,800,023 | 74,825 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,873,283 | 44,062 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,559,246 | 32,111 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,588,228 | 27,596 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,168,553 | 28,579 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,156,774 | 25,376 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,447,153 | 23,987 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,392,849 | 23,097 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,744,657 | 19,513 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,321,941 | 15,101 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $801,978 | 11,278 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $942,141 | 13,490 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $950,542 | 13,808 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $788,032 | 13,724 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,058,445 | 18,579 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,136,842 | 18,797 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $993,355 | 17,027 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,087,374 | 15,046 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $971,269 | 13,820 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $707,098 | 12,752 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $665,365 | 12,521 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||