Position in BRO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$10,936,548
-$4,649,815 QoQ
Shares Held
170,484
-28.7% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#130
of 800 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Pictet Asset Management Holding SA holds $168,803,961 across 9 Insurance Brokers names. BRO ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
514,868 | $85,813,049 | |
| 2 | AON |
Aon plc
|
90,408 | $29,987,429 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
109,044 | $25,033,231 | |
| 4 | WTW |
Willis Towers Watson PLC
|
53,061 | $13,868,553 | |
| 5 | BRO |
Brown & Brown, Inc.
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|
170,484 | $10,936,548 | |
| 6 | ERIE |
Erie Indemnity Co
|
10,132 | $2,429,147 | |
| 7 | CRVL |
Corvel Corp
|
5,120 | $320,102 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
11,166 | $296,792 |
All Filings in BRO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,936,548 | 170,484 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $15,586,363 | 239,018 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $20,573,837 | 258,141 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $30,559,314 | 325,827 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $39,615,292 | 357,313 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $42,682,635 | 343,108 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $33,042,441 | 323,882 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $23,499,380 | 226,828 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $21,267,777 | 237,868 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,088,858 | 195,212 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,065,649 | 211,864 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,352,654 | 119,597 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||