Position in BRO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$26,429
-$1,827,165 QoQ
Shares Held
412
-98.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#662
of 800 holders
Holding Since
Sep 2022
16 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, 2026TD Waterhouse Canada Inc. holds $36,182,453 across 7 Insurance Brokers names. BRO ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
166,714 | $27,786,222 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
22,035 | $5,058,574 | |
| 3 | AON |
Aon plc
|
8,718 | $2,891,673 | |
| 4 | GSHD |
Goosehead Insurance, Inc.
|
4,444 | $215,534 | |
| 5 | LIFE |
Ethos Technologies Inc.
|
11,103 | $201,408 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
412 | $26,429 | |
| 7 | WTW |
Willis Towers Watson PLC
|
10 | $2,613 |
All Filings in BRO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,429 | 412 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $1,853,594 | 28,425 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $17,454 | 219 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $20,540 | 219 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $61,089 | 551 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,964,151 | 15,789 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $94,164 | 923 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $91,271 | 881 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $251,689 | 2,815 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $37,116 | 424 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $27,306 | 384 | Shares | Defined | 2024-05-10 | |
| 2023-09-30 | $19,275 | 276 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,999 | 276 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $15,847 | 276 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $15,723 | 276 | Shares | Defined | 2023-11-13 | |
| 2022-09-30 | $16,692 | 276 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||