Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$918,435
-$15,176 QoQ
Shares Held
14,317
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#377
of 800 holders
Holding Since
Mar 2023
14 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, 2026OSTRUM ASSET MANAGEMENT holds $11,974,894 across 6 Insurance Brokers names. BRO ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
11,518 | $3,820,405 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
21,782 | $3,630,405 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
7,204 | $1,653,822 | |
| 4 | WTW |
Willis Towers Watson PLC
|
3,971 | $1,037,900 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
14,317 | $918,435 | |
| 6 | ERIE |
Erie Indemnity Co
|
3,812 | $913,927 |
All Filings in BRO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,435 | 14,317 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $933,611 | 14,317 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,124,327 | 14,107 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,761,469 | 18,781 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $753,029 | 6,792 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,334,065 | 10,724 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,123,138 | 11,009 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,187,463 | 11,462 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,012,300 | 11,322 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,068,163 | 12,202 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $867,684 | 12,202 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $848,625 | 12,151 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $842,188 | 12,234 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $701,902 | 12,224 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||