Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$379,896
-$6,896,894 QoQ
Shares Held
5,922
-92.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#506
of 800 holders
Holding Since
Mar 2020
21 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, 2026OSSIAM holds $14,704,092 across 6 Insurance Brokers names. BRO ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
61,641 | $10,273,705 | |
| 2 | AON |
Aon plc
|
5,128 | $1,700,906 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
5,737 | $1,317,043 | |
| 4 | WTW |
Willis Towers Watson PLC
|
3,823 | $999,217 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
5,922 | $379,896 | |
| 6 | ERIE |
Erie Indemnity Co
|
139 | $33,325 |
All Filings in BRO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,896 | 5,922 | Shares | Defined | 2026-08-13 | |
| 2025-09-30 | $7,276,790 | 77,586 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $444,588 | 4,010 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $566,890 | 4,557 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $721,077 | 7,068 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $26,676,896 | 257,499 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $598,510 | 6,694 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $911,378 | 10,411 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,338,930 | 18,829 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,368,095 | 19,589 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,442,611 | 20,956 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,314,918 | 22,900 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $88,531 | 1,554 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,857,582 | 30,714 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $744,054 | 10,587 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $572,576 | 10,326 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $626,254 | 11,785 | Shares | Defined | 2021-08-13 | |
| 2020-12-31 | $683,178 | 14,410 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $626,174 | 13,832 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $494,744 | 12,138 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $646,635 | 17,853 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||