Position in BRO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,454,344
+$370,293 QoQ
Shares Held
22,671
+36.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 800 holders
Holding Since
Dec 2025
3 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, 2026Eurizon Capital SGR S.p.A. holds $49,269,903 across 6 Insurance Brokers names. BRO ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
193,184 | $32,197,977 | |
| 2 | AON |
Aon plc
|
19,714 | $6,538,936 | |
| 3 | WTW |
Willis Towers Watson PLC
|
18,394 | $4,807,639 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
17,512 | $4,020,229 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
22,671 | $1,454,344 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,046 | $250,778 |
All Filings in BRO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,454,344 | 22,671 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $1,084,051 | 16,624 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $1,332,265 | 16,716 | Shares | Other | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||