Position in BRO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,026,143
+$374,043 QoQ
Shares Held
15,996
+60.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#363
of 800 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Access Investment Management LLC holds $1,026,143 across 1 Insurance Brokers name. BRO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
15,996 | $1,026,143 |
All Filings in BRO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,143 | 15,996 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $652,100 | 10,000 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $797,000 | 10,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $937,900 | 10,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,108,700 | 10,000 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $2,550,500 | 25,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,590,000 | 25,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,237,804 | 36,213 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,161,769 | 36,118 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,567,284 | 36,103 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||