Position in BRO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$420,343
-$2,872,381 QoQ
Shares Held
6,446
-84.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Jump Financial, LLC holds $3,401,632 across 7 Insurance Brokers names. BRO ranks #6 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,440 | $596,668 | |
| 2 | ARX |
Accelerant Holdings
|
44,005 | $587,906 | |
| 3 | AON |
Aon plc
|
1,763 | $569,061 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
2,193 | $474,959 | |
| 5 | TWFG |
TWFG, Inc.
|
23,573 | $433,507 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
6,446 | $420,343 | |
| 7 | WTW |
Willis Towers Watson PLC
|
1,098 | $319,188 |
All Filings in BRO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $420,343 | 6,446 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,292,724 | 41,314 | Shares | Defined | 2026-02-17 | |
| 2025-06-30 | $864,120 | 7,794 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $12,343,216 | 99,222 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,208,222 | 11,843 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,063,090 | 19,914 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,031,316 | 45,088 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $1,262,675 | 14,424 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,866,941 | 40,317 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,405,701 | 134,675 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,241,968 | 105,200 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,061,453 | 122,979 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,731,431 | 30,392 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $830,813 | 13,737 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,889,468 | 66,669 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,118,883 | 29,319 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,243,956 | 17,700 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $243,980 | 4,400 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $240,321 | 5,069 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||