Banque Cantonale Vaudoise

Position in BRO — Brown & Brown, Inc.

CIK 1793755 LAUSANNE, V8

Position in BRO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$962,378

+$276,304 QoQ

Shares Held

15,002

+42.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#371

of 800 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Banque Cantonale Vaudoise holds $5,991,359 across 5 Insurance Brokers names. BRO ranks #4 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	5,550	$1,840,879
2	MRSH	Marsh & Mclennan Companies, Inc.	10,769	$1,794,869
3	AJG	Arthur J. Gallagher & Co.	4,952	$1,136,830
4	BRO	Brown & Brown, Inc. This page	15,002	$962,378
5	WTW	Willis Towers Watson PLC	981	$256,403

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$962,378	15,002	+42.6%	Shares	Sole	2026-07-31
2026-03-31	$686,074	10,521	-21.1%	Shares	Sole	2026-04-20
2025-12-31	$1,063,357	13,342	+34.4%	Shares	Sole	2026-02-06
2025-09-30	$930,959	9,926	+389.9%	Shares	Sole	2025-11-13
2025-06-30	$224,622	2,026	-7.1%	Shares	Sole	2025-08-11
2025-03-31	$271,192	2,180	-44.4%	Shares	Sole	2025-05-08
2023-09-30	$274,052	3,924	-12.8%	Shares	Sole	2023-11-08
2023-06-30	$309,780	4,500	+21.6%	Shares	Sole	2023-08-09
2023-03-31	$212,454	3,700	0.0%	Shares	Sole	2023-04-20
2022-12-31	$210,789	3,700	0.0%	Shares	Sole	2023-02-10
2022-09-30	$223,776	3,700	0.0%	Shares	Sole	2022-10-17
2022-06-30	$215,858	3,700	-21.3%	Shares	Sole	2022-08-02
2022-03-31	$339,669	4,700	0.0%	Shares	Sole	2022-05-09
2021-12-31	$330,316	4,700	0.0%	Shares	Sole	2022-02-14
2021-09-30	$260,615	4,700	0.0%	Shares	Sole	2021-10-29
2021-06-30	$249,758	4,700	0.0%	Shares	Sole	2021-08-11
2021-03-31	$214,837	4,700	0.0%	Shares	Sole	2021-05-11
2020-12-31	$222,827	4,700	0.0%	Shares	Sole	2021-02-05
2020-09-30	$212,769	4,700	-27.7%	Shares	Sole	2020-10-30
2020-06-30	$264,940	6,500	0.0%	Shares	Sole	2020-07-22
2020-03-31	$235,430	6,500	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.