Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,340,851
-$58,839 QoQ
Shares Held
161,198
+1.1% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#136
of 800 holders
Holding Since
Jun 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, 2026Sanctuary Advisors, LLC holds $33,468,505 across 6 Insurance Brokers names. BRO ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
75,698 | $12,616,585 | |
| 2 | BRO |
Brown & Brown, Inc.
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|
161,198 | $10,340,851 | |
| 3 | AON |
Aon plc
|
17,025 | $5,647,022 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
17,311 | $3,974,086 | |
| 5 | WTW |
Willis Towers Watson PLC
|
2,336 | $610,560 | |
| 6 | CRVL |
Corvel Corp
|
4,469 | $279,401 |
All Filings in BRO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,340,851 | 161,198 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,399,690 | 159,480 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,612,525 | 158,250 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $15,045,041 | 160,412 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $17,397,498 | 156,918 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $19,955,252 | 160,412 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $16,686,289 | 163,559 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $16,738,548 | 161,569 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $13,837,449 | 154,764 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||