Position in BRO
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$705,767
-$672,246 QoQ
Shares Held
10,823
-37.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Brooklyn Investment Group holds $7,500,573 across 7 Insurance Brokers names. BRO ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
8,378 | $1,814,507 | |
| 2 | AON |
Aon plc
|
5,474 | $1,766,897 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
9,520 | $1,651,244 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
10,823 | $705,767 | |
| 5 | CRVL |
Corvel Corp
|
10,989 | $600,548 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,654 | $480,817 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
21,914 | $480,793 |
All Filings in BRO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $705,767 | 10,823 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $1,378,013 | 17,290 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $546,795 | 5,830 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $641,161 | 5,783 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $130,868 | 1,052 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $45,296 | 444 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $26,210 | 253 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||