Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,945,166
-$292,679 QoQ
Shares Held
123,853
-2.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#158
of 806 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $1,032,932,809 across 11 Insurance Brokers names. BRO ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
2,219,141 | $509,448,192 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,485,628 | $247,609,613 | |
| 3 | AON |
Aon plc
|
389,485 | $129,188,274 | |
| 4 | WTW |
Willis Towers Watson PLC
|
447,049 | $116,845,194 | |
| 5 | TWFG |
TWFG, Inc.
|
781,912 | $18,804,983 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
123,853 | $7,945,166 | |
| 7 | ERIE |
Erie Indemnity Co
|
8,741 | $2,095,652 | |
| 8 | CRVL |
Corvel Corp
|
9,698 | $606,317 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,945,166 | 123,853 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,237,845 | 126,328 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $9,985,291 | 125,286 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $11,570,116 | 123,362 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,367,037 | 120,565 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $14,812,553 | 119,072 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,119,666 | 118,797 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $11,309,594 | 109,166 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $7,831,598 | 87,592 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,492,549 | 51,320 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,679,900 | 23,624 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,747,225 | 39,336 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,215,966 | 61,243 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,096,138 | 88,752 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,481,024 | 96,209 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $5,941,976 | 98,247 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,826,706 | 99,875 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $8,323,839 | 115,177 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,449,946 | 91,775 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,795,038 | 86,475 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,808,436 | 71,668 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,028,058 | 66,245 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,858,822 | 60,300 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,450,147 | 54,123 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $416,811 | 10,226 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||