Position in BRO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$209,898
+$209,768 QoQ
Shares Held
3,272
+163500.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#579
of 783 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $1,188,561 across 12 Insurance Brokers names. BRO ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,481 | $491,232 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,396 | $399,341 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
3,272 | $209,898 | |
| 4 | ERIE |
Erie Indemnity Co
|
168 | $40,278 | |
| 5 | CRVL |
Corvel Corp
|
398 | $24,882 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
298 | $7,920 | |
| 7 | AJG |
Arthur J. Gallagher & Co.
|
30 | $6,887 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
81 | $3,928 |
All Filings in BRO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,898 | 3,272 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $130 | 2 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $557 | 7 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $192,926 | 2,057 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $1,552 | 14 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||