Position in BRO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,092,893
+$94,859 QoQ
Shares Held
32,625
+6.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#279
of 806 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, 2026OP Asset Management Ltd holds $20,416,828 across 6 Insurance Brokers names. BRO ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
55,259 | $9,210,017 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
28,322 | $6,501,881 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
32,625 | $2,092,893 | |
| 4 | CRVL |
Corvel Corp
|
24,276 | $1,517,735 | |
| 5 | ERIE |
Erie Indemnity Co
|
3,211 | $769,837 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
6,690 | $324,465 |
All Filings in BRO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,092,893 | 32,625 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,998,034 | 30,640 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,639,584 | 33,119 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $2,968,359 | 31,649 | Shares | Sole | 2026-04-20 | |
| 2025-06-30 | $3,297,828 | 29,745 | Shares | Sole | 2026-04-20 | |
| 2025-03-31 | $3,189,864 | 25,642 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||