Position in BRO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,602,052
+$215,562 QoQ
Shares Held
40,562
+10.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#257
of 800 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Ethic Inc. holds $33,140,291 across 6 Insurance Brokers names. BRO ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
64,963 | $10,827,383 | |
| 2 | AON |
Aon plc
|
28,421 | $9,426,961 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
28,859 | $6,625,160 | |
| 4 | WTW |
Willis Towers Watson PLC
|
13,202 | $3,450,606 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
40,562 | $2,602,052 | |
| 6 | CRVL |
Corvel Corp
|
3,329 | $208,129 |
All Filings in BRO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,602,052 | 40,562 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,386,490 | 36,597 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,868,646 | 23,446 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,306,765 | 24,595 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,332,641 | 30,059 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,517,410 | 28,275 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,492,042 | 24,427 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,004,452 | 19,348 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,620,913 | 18,129 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,693,723 | 19,348 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,054,632 | 14,831 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $674,375 | 9,656 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $597,049 | 8,673 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $394,360 | 6,868 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $204,009 | 3,581 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $319,515 | 5,283 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $315,386 | 5,406 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $207,198 | 2,867 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||