Position in BRO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$422,491
+$32,340 QoQ
Shares Held
6,586
+10.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#486
of 800 holders
Holding Since
Jun 2022
14 quarters on record
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $29,050,765 across 6 Insurance Brokers names. BRO ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
44,550 | $14,776,789 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
42,881 | $9,844,191 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,106 | $2,351,047 | |
| 4 | ERIE |
Erie Indemnity Co
|
4,947 | $1,186,043 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,799 | $470,204 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
6,586 | $422,491 |
All Filings in BRO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,491 | 6,586 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $390,151 | 5,983 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $774,365 | 9,716 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $850,393 | 9,067 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $654,243 | 5,901 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $834,102 | 6,705 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,839,318 | 18,029 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,245,893 | 12,026 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,254,601 | 14,032 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $684,825 | 7,823 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $522,587 | 7,349 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $303,594 | 4,347 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $500,774 | 8,280 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $221,925 | 3,804 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||