Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$198,687,942
-$5,877,387 QoQ
Shares Held
3,097,240
-1.3% QoQ
Ownership
0.926%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $8,510,629,733 across 16 Insurance Brokers names. BRO ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
12,175,974 | $4,038,648,808 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
14,356,764 | $3,295,882,303 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,730,329 | $788,403,924 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
3,097,240 | $198,687,942 | |
| 5 | WTW |
Willis Towers Watson PLC
|
322,804 | $84,371,275 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
1,348,503 | $42,477,844 | |
| 7 | ARX |
Accelerant Holdings
|
2,176,807 | $25,512,176 | |
| 8 | ERIE |
Erie Indemnity Co
|
68,331 | $16,382,352 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,687,942 | 3,097,240 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $204,565,329 | 3,137,024 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $193,110,705 | 2,422,970 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $181,187,172 | 1,931,839 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $79,235,235 | 714,668 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $99,454,188 | 799,471 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $73,143,949 | 716,957 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $101,791,346 | 982,542 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $106,355,066 | 1,189,521 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $93,908,004 | 1,072,744 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $61,394,022 | 863,367 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $47,048,967 | 673,668 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $59,450,080 | 863,598 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $28,692,367 | 499,693 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $24,724,633 | 433,994 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $23,532,159 | 389,090 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $20,253,193 | 347,158 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $33,311,622 | 460,933 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $17,330,410 | 246,591 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $19,401,674 | 349,895 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $27,021,208 | 508,491 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $23,191,559 | 507,363 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $24,055,499 | 507,393 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $27,584,003 | 609,322 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $28,208,934 | 692,074 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $20,845,911 | 575,536 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||