Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$228,051,387
-$8,216,113 QoQ
Shares Held
3,554,971
-1.9% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#19
of 800 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $2,025,350,929 across 16 Insurance Brokers names. BRO ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,455,003 | $575,845,344 | |
| 2 | AON |
Aon plc
|
1,624,970 | $538,986,295 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,540,997 | $353,766,679 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
3,554,971 | $228,051,387 | |
| 5 | ERIE |
Erie Indemnity Co
|
526,267 | $126,172,512 | |
| 6 | WTW |
Willis Towers Watson PLC
|
453,976 | $118,655,705 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,184,085 | $31,472,976 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
426,003 | $20,661,144 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,051,387 | 3,554,971 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $236,267,500 | 3,623,179 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $198,832,528 | 2,494,762 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $241,641,209 | 2,576,407 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $299,682,604 | 2,703,009 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $287,790,814 | 2,313,431 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $204,426,958 | 2,003,793 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $218,644,585 | 2,110,469 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $185,109,186 | 2,070,341 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $175,446,788 | 2,004,190 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $121,382,704 | 1,706,971 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $113,922,235 | 1,631,189 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $109,686,759 | 1,593,358 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $106,601,718 | 1,856,526 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $103,692,347 | 1,820,122 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $99,706,054 | 1,648,579 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $94,182,458 | 1,614,372 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $103,025,433 | 1,425,563 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $100,690,645 | 1,432,707 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $79,917,254 | 1,441,249 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $63,796,640 | 1,200,539 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $52,563,754 | 1,149,940 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $49,554,967 | 1,045,243 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $53,773,106 | 1,187,831 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $52,392,533 | 1,285,391 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $43,758,175 | 1,208,122 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||