Position in BRO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,048,215
+$329,154 QoQ
Shares Held
47,517
+14.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#239
of 800 holders
Holding Since
Dec 2023
11 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, 2026NEOS Investment Management LLC holds $41,952,555 across 6 Insurance Brokers names. BRO ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
78,716 | $13,119,595 | |
| 2 | AON |
Aon plc
|
34,465 | $11,431,695 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
41,756 | $9,585,924 | |
| 4 | WTW |
Willis Towers Watson PLC
|
14,890 | $3,891,799 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
47,517 | $3,048,215 | |
| 6 | ERIE |
Erie Indemnity Co
|
3,651 | $875,327 |
All Filings in BRO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,048,215 | 47,517 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,719,061 | 41,697 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,487,755 | 31,214 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,463,862 | 26,270 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,913,060 | 17,255 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,702,911 | 13,689 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,140,889 | 11,183 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $901,320 | 8,700 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $632,665 | 7,076 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $445,053 | 5,084 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $231,889 | 3,261 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||