Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$710,910
+$317,303 QoQ
Shares Held
11,082
+83.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#406
of 783 holders
Holding Since
Mar 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, 2026HUNTINGTON NATIONAL BANK holds $13,476,438 across 9 Insurance Brokers names. BRO ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
20,879 | $5,457,144 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
26,305 | $4,384,253 | |
| 3 | AON |
Aon plc
|
4,388 | $1,455,455 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3,234 | $742,429 | |
| 5 | ERIE |
Erie Indemnity Co
|
2,997 | $718,530 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
11,082 | $710,910 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
148 | $3,933 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
78 | $3,783 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,910 | 11,082 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $393,607 | 6,036 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $478,837 | 6,008 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $483,018 | 5,150 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $394,808 | 3,561 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $363,870 | 2,925 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $400,631 | 3,927 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $345,816 | 3,338 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $235,594 | 2,635 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $140,064 | 1,600 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $48,852 | 687 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $52,519 | 752 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $44,883 | 652 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $24,862 | 433 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $1,481 | 26 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,149 | 19 | Shares | Defined | 2022-11-07 | |
| 2022-03-31 | $11,057 | 153 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $10,752 | 153 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $6,764 | 122 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $6,270 | 118 | Shares | Defined | 2021-07-30 | |
| 2021-03-31 | $2,879 | 63 | Shares | Defined | 2021-04-12 | |
| 2020-12-31 | $2,986 | 63 | Shares | Defined | 2021-01-11 | |
| 2020-09-30 | $2,852 | 63 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $2,567 | 63 | Shares | Defined | 2020-07-30 | |
| 2020-03-31 | $2,281 | 63 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||