Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,455,029
-$190,502,770 QoQ
Shares Held
770,928
-79.0% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#51
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Derivatives in BRO
reported options exposure · as of Sep 30, 2025CallValue
$9,379
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BARCLAYS PLC holds $556,925,826 across 18 Insurance Brokers names. BRO ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
982,810 | $163,804,940 | |
| 2 | AON |
Aon plc
|
394,135 | $130,730,637 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
492,767 | $113,124,518 | |
| 4 | WTW |
Willis Towers Watson PLC
|
232,524 | $60,774,796 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
770,928 | $49,455,029 | |
| 6 | ERIE |
Erie Indemnity Co
|
143,828 | $34,482,761 | |
| 7 | CRD-A |
Crawford & Co
|
127,547 | $1,437,448 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
23,523 | $1,140,865 |
All Filings in BRO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,455,029 | 770,928 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $239,957,799 | 3,679,770 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $270,819,880 | 3,397,991 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,379 | 100 | Call | Sole | 2026-03-31 | |
| 2025-09-30 | $235,887,569 | 2,515,061 | Shares | Defined | 2026-03-31 | |
| 2025-06-30 | $330,596,374 | 2,981,838 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $296,517,847 | 2,383,584 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $230,280,255 | 2,257,207 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $255,537,893 | 2,466,582 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $187,278,363 | 2,094,602 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $74,080,722 | 846,250 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $89,668,215 | 1,260,979 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $66,737,985 | 955,584 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $62,083,421 | 901,851 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $16,778,524 | 292,207 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $26,271,144 | 461,140 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $27,656,655 | 457,286 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $20,093,345 | 344,418 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $51,204,451 | 708,516 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $49,782,345 | 708,343 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $41,093,495 | 741,091 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $26,146,047 | 492,022 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $15,946,937 | 348,872 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $9,500,015 | 200,380 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,055,388 | 177,941 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,440,655 | 182,548 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $4,142,009 | 114,357 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||