Position in BRO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$108,862
+$71,888 QoQ
Shares Held
1,697
+199.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#614
of 800 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Owl Creek Wealth Partners LLC holds $428,728 across 7 Insurance Brokers names. BRO ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
1,697 | $108,862 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
410 | $94,123 | |
| 3 | AON |
Aon plc
|
277 | $91,878 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
498 | $83,001 | |
| 5 | WTW |
Willis Towers Watson PLC
|
102 | $26,659 | |
| 6 | CRVL |
Corvel Corp
|
215 | $13,441 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
405 | $10,764 |
All Filings in BRO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,862 | 1,697 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $36,974 | 567 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||