Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,267,546
-$318,080 QoQ
Shares Held
82,113
-4.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#203
of 807 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 1%
None 10%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026US BANCORP \DE\ holds $57,620,764 across 11 Insurance Brokers names. BRO ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,631 | $22,438,946 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
70,413 | $16,164,711 | |
| 3 | AON |
Aon plc
|
24,329 | $8,069,685 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
82,113 | $5,267,546 | |
| 5 | WTW |
Willis Towers Watson PLC
|
11,922 | $3,116,052 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
45,742 | $1,727,217 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
6,121 | $296,868 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,209 | $289,856 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,267,546 | 82,113 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,585,626 | 85,656 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,002,279 | 87,858 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $8,322,641 | 88,737 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $9,974,860 | 89,969 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $11,576,289 | 93,057 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,072,534 | 30,117 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $3,340,063 | 32,240 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $3,174,858 | 35,509 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $3,245,369 | 37,073 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $2,875,757 | 40,441 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,999,587 | 28,631 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $1,897,504 | 27,564 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,713,353 | 29,839 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,725,448 | 30,287 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,084,562 | 34,467 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $1,947,796 | 33,387 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $2,284,381 | 31,609 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,277,562 | 32,407 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,822,418 | 32,866 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $1,660,676 | 31,251 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $1,411,020 | 30,869 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $1,426,424 | 30,087 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $1,346,375 | 29,741 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,198,261 | 29,398 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $1,254,551 | 34,637 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||