Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,585,626
-$1,416,653 QoQ
Shares Held
85,656
-2.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026US BANCORP \DE\ holds $56,990,270 across 11 Insurance Brokers names. BRO ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
136,261 | $23,634,469 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
72,485 | $15,698,799 | |
| 3 | AON |
Aon plc
|
24,891 | $8,034,315 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
85,656 | $5,585,626 | |
| 5 | WTW |
Willis Towers Watson PLC
|
11,686 | $3,397,119 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
6,860 | $292,647 | |
| 7 | ERIE |
Erie Indemnity Co
|
655 | $164,606 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
5,029 | $110,335 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||