Position in BRO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$9,109
+$2,458 QoQ
Shares Held
142
+39.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#709
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, 2026Bruce G. Allen Investments, LLC holds $198,631 across 7 Insurance Brokers names. BRO ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
368 | $61,334 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
222 | $50,964 | |
| 3 | AON |
Aon plc
|
153 | $50,748 | |
| 4 | ERIE |
Erie Indemnity Co
|
56 | $13,426 | |
| 5 | WTW |
Willis Towers Watson PLC
|
48 | $12,545 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
142 | $9,109 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
19 | $505 |
All Filings in BRO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,109 | 142 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,651 | 102 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $30,365 | 381 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,012 | 320 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $36,808 | 332 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,358 | 27 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,754 | 27 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,797 | 27 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,414 | 27 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,363 | 27 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,919 | 27 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||