Position in BRO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$24,568,584
-$20,938,999 QoQ
Shares Held
376,761
-34.0% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026SEI INVESTMENTS CO holds $393,281,105 across 16 Insurance Brokers names. BRO ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
451,925 | $145,872,350 | |
| 2 | WTW |
Willis Towers Watson PLC
|
265,556 | $77,197,128 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
289,267 | $62,649,446 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
334,007 | $57,933,513 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
376,761 | $24,568,584 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
456,174 | $10,008,457 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
163,452 | $6,972,861 | |
| 8 | CRVL |
Corvel Corp
|
66,574 | $3,638,268 |
All Filings in BRO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,568,584 | 376,761 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $45,507,583 | 570,986 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $46,375,215 | 494,458 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $70,048,663 | 631,809 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $75,073,159 | 603,482 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $38,250,050 | 374,927 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $34,188,827 | 330,008 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $25,436,607 | 284,494 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $24,168,917 | 276,090 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $17,423,300 | 245,019 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,366,467 | 191,387 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,098,578 | 233,855 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $13,469,583 | 234,580 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,349,898 | 41,248 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $11,947,520 | 197,545 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,179,978 | 174,494 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,137,168 | 43,409 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $430,886 | 6,131 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $713,487 | 15,609 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,362,392 | 49,829 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,268,538 | 72,201 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $4,261,090 | 104,541 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,866,122 | 106,740 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||