Position in BRO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,396
+$9,854 QoQ
Shares Held
240
+182.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#677
of 800 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $531,484 across 7 Insurance Brokers names. BRO ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
1,746 | $456,352 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
187 | $31,167 | |
| 3 | AON |
Aon plc
|
59 | $19,569 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
240 | $15,396 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
28 | $6,427 | |
| 6 | CRVL |
Corvel Corp
|
22 | $1,375 | |
| 7 | ERIE |
Erie Indemnity Co
|
5 | $1,198 |
All Filings in BRO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,396 | 240 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,542 | 85 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $10,918 | 137 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $2,344 | 25 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $2,217 | 20 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,488 | 20 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,040 | 20 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,072 | 20 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,788 | 20 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,750 | 20 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,422 | 20 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,396 | 20 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,097 | 45 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,124 | 37 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,620 | 46 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,237 | 37 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,158 | 37 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $2,600 | 37 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,051 | 37 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||