Position in BRO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$970,129
-$139,773 QoQ
Shares Held
14,877
+6.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026HB Wealth Management, LLC holds $11,629,176 across 7 Insurance Brokers names. BRO ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
18,142 | $3,146,729 | |
| 2 | AON |
Aon plc
|
7,509 | $2,423,755 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
9,692 | $2,099,093 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
74,451 | $1,633,454 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
14,877 | $970,129 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3,243 | $942,740 | |
| 7 | CRD-A |
Crawford & Co
|
41,452 | $413,276 |
All Filings in BRO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $970,129 | 14,877 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,109,902 | 13,926 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,667,398 | 17,778 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,553,177 | 14,009 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,674,797 | 13,463 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $627,627 | 6,152 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $537,787 | 5,191 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $419,601 | 4,693 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $313,218 | 3,578 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $250,733 | 3,526 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $209,310 | 2,997 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||