Position in BRO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$722,657
-$346,359 QoQ
Shares Held
11,082
-17.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Thrivent Financial for Lutherans holds $80,678,490 across 7 Insurance Brokers names. BRO ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
381,811 | $66,225,117 | |
| 2 | AON |
Aon plc
|
25,105 | $8,103,391 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
16,336 | $3,538,050 | |
| 4 | CRVL |
Corvel Corp
|
20,828 | $1,138,250 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
11,082 | $722,657 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
16,626 | $709,265 | |
| 7 | ERIE |
Erie Indemnity Co
|
962 | $241,760 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $722,657 | 11,082 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,069,016 | 13,413 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,088,034 | 32,925 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,013,429 | 45,219 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $11,031,915 | 88,681 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $14,232,707 | 139,509 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $24,409,920 | 235,617 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $14,209,304 | 158,923 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,133,156 | 161,448 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,765,402 | 193,579 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $691,066 | 9,895 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $689,983 | 10,023 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $579,367 | 10,090 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $573,516 | 10,067 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $604,739 | 9,999 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,414,750 | 41,391 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $3,428,922 | 47,446 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,339,353 | 47,515 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $2,836,101 | 51,147 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,492,071 | 103,351 | Shares | Defined | 2021-09-24 | |
| 2021-03-31 | $4,730,710 | 103,494 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,126,489 | 108,131 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,962,723 | 109,625 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $4,641,462 | 113,873 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,984,091 | 109,997 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||