Position in BRO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$928,951
-$23,437 QoQ
Shares Held
14,481
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#376
of 800 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026M&T Bank Corp holds $22,149,244 across 8 Insurance Brokers names. BRO ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
24,038 | $7,973,160 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
33,740 | $5,623,440 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
19,828 | $4,551,907 | |
| 4 | WTW |
Willis Towers Watson PLC
|
8,363 | $2,185,833 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
14,481 | $928,951 | |
| 6 | CRVL |
Corvel Corp
|
5,336 | $333,604 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,328 | $318,386 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
4,824 | $233,963 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $928,951 | 14,481 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $952,388 | 14,605 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,478,112 | 18,546 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $908,540 | 9,687 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,684,775 | 15,196 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,827,805 | 14,693 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $955,922 | 9,370 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $869,925 | 8,397 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $778,758 | 8,710 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $746,624 | 8,529 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $735,770 | 10,347 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $607,882 | 8,704 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $613,359 | 8,910 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $512,181 | 8,920 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $496,887 | 8,722 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $491,578 | 8,128 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $464,265 | 7,958 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $788,824 | 10,915 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $851,932 | 12,122 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $707,373 | 12,757 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $667,170 | 12,555 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $596,421 | 13,048 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $675,069 | 14,239 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $450,479 | 9,951 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $403,806 | 9,907 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $429,602 | 11,861 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||