Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$239,957,799
-$30,862,081 QoQ
Shares Held
3,679,770
+8.3% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 33.357084817801116.ToString("F0")%
Shared 66.64291518219889.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026BARCLAYS PLC holds $926,668,528 across 17 Insurance Brokers names. BRO ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
3,679,770 | $239,957,799 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,375,355 | $238,555,324 | |
| 3 | AON |
Aon plc
|
600,554 | $193,846,819 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
634,333 | $137,383,838 | |
| 5 | WTW |
Willis Towers Watson PLC
|
283,389 | $82,381,180 | |
| 6 | ERIE |
Erie Indemnity Co
|
122,949 | $30,898,311 | |
| 7 | CRD-A |
Crawford & Co
|
128,700 | $1,283,137 | |
| 8 | ARX |
Accelerant Holdings
|
46,693 | $623,817 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2022-02-23 | |
| 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. | ||||||