Position in BRO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$44,584
+$1,937 QoQ
Shares Held
695
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#644
of 800 holders
Holding Since
Mar 2022
11 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, 2026CVA Family Office, LLC holds $453,352 across 7 Insurance Brokers names. BRO ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
501 | $166,176 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
869 | $144,836 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
350 | $80,349 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
695 | $44,584 | |
| 5 | WTW |
Willis Towers Watson PLC
|
55 | $14,375 | |
| 6 | CRVL |
Corvel Corp
|
37 | $2,313 | |
| 7 | ERIE |
Erie Indemnity Co
|
3 | $719 |
All Filings in BRO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,584 | 695 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $42,647 | 654 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,933 | 87 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $9,754 | 104 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,769 | 34 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,468 | 52 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $612 | 6 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $621 | 6 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,609 | 18 | Shares | Sole | 2024-07-10 | |
| 2022-06-30 | $3,500 | 60 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,336 | 60 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||