Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,916
-$206,940 QoQ
Shares Held
669
-74.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#646
of 800 holders
Holding Since
Mar 2025
4 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, 2026Quantum Portfolio Management LLC holds $305,614 across 2 Insurance Brokers names. BRO ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
792 | $262,698 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
669 | $42,916 |
All Filings in BRO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,916 | 669 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $249,856 | 2,664 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $319,749 | 2,884 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $203,642 | 1,637 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||