Position in BRO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,147
+$974 QoQ
Shares Held
127
+15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#718
of 805 holders
Holding Since
Jun 2024
9 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, 2026Cornerstone Planning Group LLC holds $191,245 across 9 Insurance Brokers names. BRO ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
340 | $78,053 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
304 | $50,667 | |
| 3 | AON |
Aon plc
|
84 | $27,861 | |
| 4 | WTW |
Willis Towers Watson PLC
|
85 | $22,216 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
127 | $8,147 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
45 | $1,699 | |
| 7 | CRVL |
Corvel Corp
|
20 | $1,250 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
18 | $873 |
All Filings in BRO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,147 | 127 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,173 | 110 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $25,504 | 320 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $25,510 | 272 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,765 | 52 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,732 | 30 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,938 | 19 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,968 | 19 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,430 | 16 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||