Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,213,558
+$282,691 QoQ
Shares Held
34,506
+16.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#274
of 800 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 61%
Shared 1%
None 38%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Pathstone Holdings, LLC holds $61,399,267 across 6 Insurance Brokers names. BRO ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
196,761 | $32,794,155 | |
| 2 | AON |
Aon plc
|
40,897 | $13,565,125 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
40,375 | $9,268,887 | |
| 4 | WTW |
Willis Towers Watson PLC
|
11,366 | $2,970,730 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
34,506 | $2,213,558 | |
| 6 | CRVL |
Corvel Corp
|
9,386 | $586,812 |
All Filings in BRO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,213,558 | 34,506 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,930,867 | 29,610 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,893,591 | 23,759 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,312,766 | 24,659 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,667,863 | 24,063 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,948,031 | 23,698 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,196,490 | 21,530 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,085,363 | 20,129 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $2,290,951 | 25,623 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,296,698 | 26,236 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,649,823 | 23,201 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||