Position in BRO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,144,149
+$509,739 QoQ
Shares Held
64,601
+15.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#222
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $1,332,063,927 across 15 Insurance Brokers names. BRO ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
|
4,826,778 | $1,157,220,024 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
619,003 | $103,169,226 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
141,214 | $32,418,495 | |
| 4 | AON |
Aon plc
|
92,087 | $30,544,333 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
64,601 | $4,144,149 | |
| 6 | WTW |
Willis Towers Watson PLC
|
14,389 | $3,760,850 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
8,851 | $235,257 | |
| 8 | CRVL |
Corvel Corp
|
3,202 | $200,188 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,144,149 | 64,601 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $3,634,410 | 55,734 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,303,239 | 53,993 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $4,944,791 | 52,722 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $5,141,702 | 46,376 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,580,330 | 44,858 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $4,405,832 | 43,186 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $4,834,594 | 46,666 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $3,801,711 | 42,520 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $6,677,637 | 76,281 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $5,212,005 | 73,295 | Shares | Defined | 2024-03-22 | |
| 2023-09-30 | $5,334,167 | 76,377 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,355,474 | 77,796 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,282,555 | 74,583 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,136,816 | 72,614 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $4,595,148 | 75,978 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $4,352,513 | 74,606 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,213,627 | 72,141 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $5,530,540 | 78,693 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,351,936 | 78,484 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $4,510,467 | 84,879 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $3,656,660 | 79,997 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $3,701,154 | 78,067 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,536,582 | 78,122 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $4,209,771 | 103,282 | Shares | Defined | 2020-08-28 | |
| 2020-03-31 | $3,122,234 | 86,202 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||