Position in BRO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$20,143
+$6,515 QoQ
Shares Held
314
+50.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#672
of 800 holders
Holding Since
Dec 2024
7 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, 2026SBI Securities Co., Ltd. holds $87,247 across 15 Insurance Brokers names. BRO ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
230 | $38,334 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
314 | $20,143 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
48 | $11,019 | |
| 4 | AON |
Aon plc
|
21 | $6,965 | |
| 5 | ERIE |
Erie Indemnity Co
|
23 | $5,514 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
59 | $2,861 | |
| 7 | EHTH |
eHealth, Inc.
|
810 | $1,206 | |
| 8 | HUIZ |
Huize Holding Ltd
|
329 | $365 |
All Filings in BRO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,143 | 314 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $13,628 | 209 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $17,773 | 223 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $25,510 | 272 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $38,139 | 344 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $56,477 | 454 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $36,523 | 358 | Shares | Defined | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||