Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$820,542
+$97,885 QoQ
Shares Held
12,791
+15.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
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)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Thrivent Financial for Lutherans holds $29,275,239 across 8 Insurance Brokers names. BRO ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
65,906 | $10,984,552 | |
| 2 | AON |
Aon plc
|
23,737 | $7,873,325 | |
| 3 | GSHD |
Goosehead Insurance, Inc.
|
72,310 | $3,507,035 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
14,704 | $3,375,596 | |
| 5 | CRVL |
Corvel Corp
|
20,490 | $1,281,034 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
38,373 | $1,208,749 | |
| 7 | BRO |
Brown & Brown, Inc.
This page
|
12,791 | $820,542 | |
| 8 | ERIE |
Erie Indemnity Co
|
936 | $224,406 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,542 | 12,791 | Shares | Sole | 2026-08-14 | |
| 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 | $10,518,233 | 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. | ||||||