Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,282,919
+$4,219,554 QoQ
Shares Held
129,118
+107.2% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#152
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026FIL Ltd holds $682,892,920 across 6 Insurance Brokers names. BRO ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,125,965 | $258,487,784 | |
| 2 | AON |
Aon plc
|
753,981 | $250,087,957 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
887,945 | $147,993,793 | |
| 4 | WTW |
Willis Towers Watson PLC
|
67,822 | $17,726,635 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
129,118 | $8,282,919 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,309 | $313,832 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,282,919 | 129,118 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,063,365 | 62,312 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $22,281,808 | 279,571 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $32,339,823 | 344,811 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $30,805,117 | 277,849 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $77,048,134 | 619,358 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $54,930,933 | 538,433 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $61,658,367 | 595,158 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $69,059,209 | 772,388 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $25,397,278 | 290,122 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $22,409,746 | 315,142 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $29,597,422 | 423,789 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $35,602,669 | 517,180 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $33,732,698 | 587,473 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $33,162,521 | 582,105 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $38,695,949 | 639,814 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $38,679,360 | 662,999 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $52,482,183 | 726,196 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $48,389,534 | 688,525 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,067,860 | 217,635 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,928,217 | 243,286 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $10,721,783 | 234,561 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,786,893 | 206,431 | Shares | Defined | 2021-03-23 | |
| 2020-09-30 | $6,983,666 | 154,267 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $11,199,828 | 274,775 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $12,587,319 | 347,524 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||