Position in BRO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$463,098
+$95,836 QoQ
Shares Held
7,219
+28.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#472
of 800 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026V-Square Quantitative Management LLC holds $5,288,101 across 6 Insurance Brokers names. BRO ranks #6 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10,357 | $1,726,201 | |
| 2 | AON |
Aon plc
|
3,913 | $1,297,902 | |
| 3 | WTW |
Willis Towers Watson PLC
|
2,721 | $711,187 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
2,515 | $577,368 | |
| 5 | ERIE |
Erie Indemnity Co
|
2,137 | $512,345 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
7,219 | $463,098 |
All Filings in BRO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,098 | 7,219 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $367,262 | 5,632 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $343,666 | 4,312 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $418,645 | 3,776 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $338,243 | 2,719 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $300,550 | 2,946 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $340,326 | 3,285 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $293,711 | 3,285 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $317,244 | 3,624 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $188,441 | 2,650 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $185,076 | 2,650 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||