Position in BRO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,909,814
-$380,221 QoQ
Shares Held
60,948
-7.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#229
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026FIFTH THIRD BANCORP holds $104,655,235 across 11 Insurance Brokers names. BRO ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
212,739 | $48,838,492 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
187,105 | $31,184,790 | |
| 3 | AON |
Aon plc
|
27,411 | $9,091,954 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
185,553 | $4,931,998 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
60,948 | $3,909,814 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
63,450 | $1,998,675 | |
| 7 | ERIE |
Erie Indemnity Co
|
6,207 | $1,488,128 | |
| 8 | WTW |
Willis Towers Watson PLC
|
5,527 | $1,444,591 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,909,814 | 60,948 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $4,290,035 | 65,788 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $915,195 | 11,483 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $842,046 | 8,978 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $875,873 | 7,900 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $846,790 | 6,807 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $648,541 | 6,357 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $701,682 | 6,773 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $514,822 | 5,758 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $486,372 | 5,556 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $393,878 | 5,539 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $370,361 | 5,303 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $335,663 | 4,876 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $270,964 | 4,719 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $300,915 | 5,282 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $297,561 | 4,920 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $243,452 | 4,173 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $140,926 | 1,950 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $48,001 | 683 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $36,486 | 658 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $25,666 | 483 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $24,363 | 533 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $25,269 | 533 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $23,902 | 528 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $21,521 | 528 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $19,124 | 528 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||