Position in BRO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,837
+$1,012 QoQ
Shares Held
91
+23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#727
of 800 holders
Holding Since
Mar 2025
6 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, 2026Hughes Financial Services, LLC holds $45,559 across 8 Insurance Brokers names. BRO ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
65 | $21,559 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
56 | $9,333 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
91 | $5,837 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
21 | $4,820 | |
| 5 | WTW |
Willis Towers Watson PLC
|
14 | $3,659 | |
| 6 | CRVL |
Corvel Corp
|
4 | $250 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
2 | $53 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
1 | $48 |
All Filings in BRO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,837 | 91 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,825 | 74 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,955 | 150 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,908 | 63 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,536 | 77 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,708 | 70 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||