Position in BRO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$106,533,005
-$5,030,673 QoQ
Shares Held
1,660,686
-2.9% QoQ
Ownership
0.496%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#35
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 25%
None 9%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,507,954,882 across 13 Insurance Brokers names. BRO ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,240,634 | $411,505,890 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,022,672 | $337,118,740 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,005,711 | $262,862,682 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
826,025 | $189,630,556 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
1,660,686 | $106,533,005 | |
| 6 | CRVL |
Corvel Corp
|
1,136,109 | $71,029,532 | |
| 7 | ERIE |
Erie Indemnity Co
|
260,197 | $62,382,229 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,346,168 | $35,781,143 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,533,005 | 1,660,686 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $111,563,678 | 1,710,837 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $137,354,101 | 1,723,389 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $147,298,600 | 1,570,515 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $172,071,456 | 1,552,011 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $191,054,139 | 1,535,805 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $159,578,152 | 1,564,185 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $159,276,191 | 1,537,415 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $138,889,134 | 1,553,396 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $125,944,496 | 1,438,708 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $106,295,155 | 1,494,799 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $103,048,079 | 1,475,488 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $101,435,462 | 1,473,496 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $83,992,078 | 1,462,767 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $83,746,011 | 1,470,002 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $90,673,428 | 1,499,230 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $88,362,054 | 1,514,605 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $113,278,961 | 1,567,441 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $111,909,374 | 1,592,336 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $88,355,083 | 1,593,419 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $82,525,463 | 1,552,982 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $71,828,374 | 1,571,393 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $72,038,120 | 1,519,471 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $67,202,183 | 1,484,475 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $57,995,855 | 1,422,862 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $55,109,019 | 1,521,508 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||