Position in BRO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$497,996
+$72,697 QoQ
Shares Held
7,763
+19.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#104
of 235 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, 2026GAMMA Investing LLC holds $4,267,563 across 12 Insurance Brokers names. BRO ranks #5 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,921 | $1,320,193 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
4,200 | $964,194 | |
| 3 | AON |
Aon plc
|
1,847 | $612,631 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,062 | $538,944 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
7,763 | $497,996 | |
| 6 | CRVL |
Corvel Corp
|
2,338 | $146,171 | |
| 7 | ERIE |
Erie Indemnity Co
|
505 | $121,073 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
872 | $42,292 |
All Filings in BRO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,996 | 7,763 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $425,299 | 6,522 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $552,081 | 6,927 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $822,538 | 8,770 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $990,623 | 8,935 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $1,112,758 | 8,945 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $806,570 | 7,906 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $756,072 | 7,298 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $516,432 | 5,776 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $353,486 | 4,038 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $169,099 | 2,378 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||