YOUSIF CAPITAL MANAGEMENT, LLC
Position in BRO — Brown & Brown, Inc.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in BRO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,719,584
-$254,038 QoQ
Shares Held
104,748
-2.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#15
of 184 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $37,059,197 across 8 Insurance Brokers names. BRO ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
50,255 | $8,376,000 | |
| 2 | AON |
Aon plc
|
22,100 | $7,330,349 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
104,748 | $6,719,584 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
24,727 | $5,676,577 | |
| 5 | ERIE |
Erie Indemnity Co
|
22,272 | $5,339,712 | |
| 6 | WTW |
Willis Towers Watson PLC
|
10,469 | $2,736,282 | |
| 7 | CRVL |
Corvel Corp
|
9,166 | $573,058 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
6,343 | $307,635 |
All Filings in BRO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,719,584 | 104,748 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,973,622 | 106,941 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,234,922 | 103,324 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,843,635 | 104,954 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $11,947,129 | 107,758 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $14,279,378 | 114,786 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $12,676,801 | 124,258 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $12,917,262 | 124,684 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $11,779,767 | 131,750 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,865,434 | 135,543 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $9,629,218 | 135,413 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $9,834,659 | 140,817 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $9,820,989 | 142,664 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $8,303,219 | 144,605 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $7,654,717 | 134,364 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $8,159,175 | 134,907 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $7,522,534 | 128,943 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,712,798 | 134,396 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,383,138 | 48,138 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||