Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,212,435
+$265,195 QoQ
Shares Held
18,900
+30.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#343
of 800 holders
Holding Since
Jun 2023
6 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, 2026iSAM Funds (UK) Ltd holds $2,679,131 across 2 Insurance Brokers names. BRO ranks #2 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
8,800 | $1,466,696 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
18,900 | $1,212,435 |
All Filings in BRO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,212,435 | 18,900 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $947,240 | 14,526 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $4,964,204 | 44,775 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $582,237 | 6,512 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $983,556 | 14,083 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $602,074 | 8,746 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||