Position in BRO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,026
+$766 QoQ
Shares Held
16
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#767
of 800 holders
Holding Since
Sep 2025
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, 2026Davis Capital Management holds $14,656 across 7 Insurance Brokers names. BRO ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
27 | $8,955 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
17 | $2,833 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
5 | $1,147 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
16 | $1,026 | |
| 5 | WTW |
Willis Towers Watson PLC
|
2 | $522 | |
| 6 | CRVL |
Corvel Corp
|
2 | $125 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
1 | $48 |
All Filings in BRO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026 | 16 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $260 | 4 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $318 | 4 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $281 | 3 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||