Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,472,702
+$20,100,875 QoQ
Shares Held
319,138
+5496.9% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#93
of 800 holders
Holding Since
Jun 2024
4 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, 2026Woodline Partners LP holds $315,422,177 across 9 Insurance Brokers names. BRO ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
596,462 | $136,929,781 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
|
2,264,135 | $60,180,708 | |
| 3 | AON |
Aon plc
|
155,078 | $51,437,821 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
1,178,446 | $37,121,049 | |
| 5 | BRO |
Brown & Brown, Inc.
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|
319,138 | $20,472,702 | |
| 6 | MRSH |
Marsh & Mclennan Companies, Inc.
|
30,109 | $5,018,267 | |
| 7 | LIFE |
Ethos Technologies Inc.
|
120,182 | $2,180,101 | |
| 8 | WTW |
Willis Towers Watson PLC
|
5,384 | $1,407,216 |
All Filings in BRO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,472,702 | 319,138 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $371,827 | 5,702 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $119,637,156 | 1,079,076 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $23,159,782 | 259,029 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||