Universal- Beteiligungs- und Servicegesellschaft mbH

Position in BRO — Brown & Brown, Inc.

CIK 2057170 FRANKFURT AM MAIN, 2M

Position in BRO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$6,641,385

-$2,066,432 QoQ

Shares Held

103,529

-22.5% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#174

of 806 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Universal- Beteiligungs- und Servicegesellschaft mbH holds $175,576,543 across 8 Insurance Brokers names. BRO ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	514,651	$85,776,882
2	AJG	Arthur J. Gallagher & Co.	261,632	$60,062,858
3	WTW	Willis Towers Watson PLC	51,340	$13,418,735
4	BRO	Brown & Brown, Inc. This page	103,529	$6,641,385
5	NP	Neptune Insurance Holdings Inc.	148,399	$4,674,568
6	ERIE	Erie Indemnity Co	10,396	$2,492,441
7	BWIN	Baldwin Insurance Group, Inc.	81,163	$2,157,312
8	CRVL	Corvel Corp	5,636	$352,362

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,641,385	103,529	-22.5%	Shares	Defined	2026-08-06
2026-03-31	$8,707,817	133,535	-22.6%	Shares	Defined	2026-05-11
2025-12-31	$13,749,684	172,518	+13.4%	Shares	Defined	2026-01-28
2025-09-30	$14,269,023	152,138	+10.8%	Shares	Defined	2025-10-30
2025-06-30	$15,219,124	137,270	+3.1%	Shares	Defined	2025-08-11
2025-03-31	$16,567,716	133,181	-21.6%	Shares	Defined	2025-05-06
2024-12-31	$17,325,546	169,825	—	Shares	Defined	2025-02-28
No filing history on record for this holder in this stock.