Position in BRO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$45,161
+$36,749 QoQ
Shares Held
704
+445.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#629
of 783 holders
Holding Since
Mar 2022
17 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, 2026SJS Investment Consulting Inc. holds $187,503 across 12 Insurance Brokers names. BRO ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
156 | $51,743 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
704 | $45,161 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
212 | $35,334 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
90 | $20,660 | |
| 5 | WTW |
Willis Towers Watson PLC
|
62 | $16,204 | |
| 6 | ERIE |
Erie Indemnity Co
|
45 | $10,788 | |
| 7 | CRVL |
Corvel Corp
|
94 | $5,876 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
28 | $744 |
All Filings in BRO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,161 | 704 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $8,412 | 129 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $2,469 | 31 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,594 | 17 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $1,884 | 17 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $3,856 | 31 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $3,162 | 31 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $3,833 | 37 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $3,308 | 37 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $3,238 | 37 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $2,631 | 37 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $2,653 | 38 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $2,478 | 36 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 | $2,124 | 37 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $11,735 | 206 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $43,545 | 720 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $578 | 8 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||