Position in BRO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$111,563,678
-$25,790,423 QoQ
Shares Held
1,710,837
-0.7% QoQ
Ownership
0.505%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 67.93522702630351.ToString("F0")%
Shared 22.60279617520547.ToString("F0")%
None 9.461976798491031.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $1,524,159,990 across 14 Insurance Brokers names. BRO ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,253,769 | $404,691,555 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,033,933 | $352,785,677 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,000,558 | $290,862,208 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
853,192 | $184,784,320 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
1,710,837 | $111,563,678 | |
| 6 | CRVL |
Corvel Corp
|
1,160,553 | $63,424,219 | |
| 7 | ERIE |
Erie Indemnity Co
|
225,993 | $56,794,299 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,333,871 | $29,265,127 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||