Position in BRO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$53,116
+$10,078 QoQ
Shares Held
828
+25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#640
of 800 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $250,753 across 9 Insurance Brokers names. BRO ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRVL |
Corvel Corp
|
1,317 | $82,338 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
828 | $53,116 | |
| 3 | AON |
Aon plc
|
114 | $37,812 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
159 | $36,501 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
|
119 | $19,833 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
274 | $13,289 | |
| 7 | WTW |
Willis Towers Watson PLC
|
30 | $7,841 | |
| 8 | CRD-A |
Crawford & Co
|
2 | $22 |
All Filings in BRO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,116 | 828 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $43,038 | 660 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $71,331 | 895 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $91,445 | 975 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $75,058 | 677 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $116,562 | 937 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $84,880 | 832 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $70,448 | 680 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $65,090 | 728 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $17,508 | 200 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $54,896 | 772 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $53,776 | 770 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $53,488 | 777 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $54,893 | 956 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $47,000 | 825 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $37,497 | 620 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $89,610 | 1,536 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $111,006 | 1,536 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $65,852 | 937 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||