Position in BRO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$24,136,437
+$1,479,223 QoQ
Shares Held
376,250
+8.3% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
6.59%
of 13F equity value
Holder Rank
#85
of 805 holders
Holding Since
Sep 2021
20 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, 2026PhiloSmith Capital Corp holds $46,502,294 across 2 Insurance Brokers names. BRO ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
376,250 | $24,136,437 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
97,425 | $22,365,857 |
All Filings in BRO
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,136,437 | 376,250 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $22,657,214 | 347,450 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $25,300,765 | 317,450 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $27,428,885 | 292,450 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $30,206,531 | 272,450 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $33,892,780 | 272,450 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $29,835,749 | 292,450 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $33,716,620 | 325,450 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $29,098,484 | 325,450 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $28,489,893 | 325,450 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $23,142,749 | 325,450 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $22,729,428 | 325,450 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $22,403,978 | 325,450 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $18,687,339 | 325,450 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $18,540,886 | 325,450 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $19,683,216 | 325,450 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $18,986,753 | 325,450 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $23,520,271 | 325,450 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $22,872,626 | 325,450 | Shares | Sole | 2022-08-11 | |
| 2021-09-30 | $18,046,202 | 325,450 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||