Position in BRO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,546,447
+$800,282 QoQ
Shares Held
133,226
+12.2% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#150
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $35,649,484 across 8 Insurance Brokers names. BRO ranks #1 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
133,226 | $8,546,447 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
37,074 | $8,511,078 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
49,512 | $8,252,165 | |
| 4 | AON |
Aon plc
|
20,071 | $6,657,349 | |
| 5 | WTW |
Willis Towers Watson PLC
|
5,800 | $1,515,946 | |
| 6 | CRD-A |
Crawford & Co
|
104,536 | $1,178,120 | |
| 7 | ERIE |
Erie Indemnity Co
|
4,023 | $964,514 | |
| 8 | SLQT |
SelectQuote, Inc.
|
28,377 | $23,865 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,546,447 | 133,226 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,746,165 | 118,788 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,190,764 | 115,317 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,896,549 | 180,153 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $18,649,220 | 168,208 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $21,367,317 | 171,763 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $17,224,852 | 168,838 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,871,731 | 114,592 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $10,907,125 | 121,990 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,553,384 | 120,555 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $8,320,936 | 117,015 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,351,917 | 105,268 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $6,995,451 | 101,619 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,896,287 | 102,687 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,804,000 | 66,772 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,533,241 | 58,420 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,763,274 | 47,365 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,327,455 | 46,042 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,402,550 | 62,643 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,404,907 | 61,405 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,131,965 | 58,938 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,592,762 | 56,722 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,819,614 | 59,473 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,449,197 | 54,102 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,215,795 | 54,362 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,071,858 | 29,593 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||