Position in BRO
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$2,575,622
-$517,679 QoQ
Shares Held
40,150
-15.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 806 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 46%
Shared 8%
None 46%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $109,033,914 across 12 Insurance Brokers names. BRO ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
304,876 | $50,813,682 | |
| 2 | AON |
Aon plc
|
73,158 | $24,265,776 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
96,002 | $22,039,178 | |
| 4 | CRVL |
Corvel Corp
|
50,913 | $3,183,080 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
56,935 | $2,761,347 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
40,150 | $2,575,622 | |
| 7 | WTW |
Willis Towers Watson PLC
|
7,845 | $2,050,447 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,014 | $482,856 |
All Filings in BRO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,575,622 | 40,150 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $3,093,301 | 47,436 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,798,272 | 260,957 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $32,051,419 | 341,736 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $38,074,419 | 343,415 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $52,759,532 | 424,112 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $42,027,138 | 411,950 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $39,977,686 | 385,885 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $36,496,445 | 408,192 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $27,001,537 | 308,448 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $18,179,484 | 255,653 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $16,739,041 | 239,677 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $15,577,046 | 226,279 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,502,634 | 182,909 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $536,885 | 9,424 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||