Position in BRO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$23,303,051
-$378,447 QoQ
Shares Held
357,354
+20.3% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.26909451132491.ToString("F0")%
Shared 0.2339416936707019.ToString("F0")%
None 2.4969637950043935.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $523,019,891 across 9 Insurance Brokers names. BRO ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,307,361 | $400,211,762 | |
| 2 | AON |
Aon plc
|
149,135 | $48,137,793 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
174,354 | $37,761,586 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
357,354 | $23,303,051 | |
| 5 | WTW |
Willis Towers Watson PLC
|
17,174 | $4,992,480 | |
| 6 | ERIE |
Erie Indemnity Co
|
13,835 | $3,476,873 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
53,811 | $2,295,576 | |
| 8 | CRVL |
Corvel Corp
|
41,289 | $2,256,443 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,303,051 | 357,354 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $23,681,498 | 297,133 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $28,935,620 | 308,515 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $43,090,731 | 388,660 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $44,491,533 | 357,649 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $38,055,191 | 373,017 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $38,056,421 | 367,340 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $32,690,797 | 365,628 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $29,743,901 | 339,775 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $24,778,988 | 348,460 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $24,631,519 | 352,685 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $23,870,199 | 346,749 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,422,543 | 338,254 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $18,826,874 | 330,470 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $20,722,744 | 342,638 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,921,183 | 341,467 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $25,551,634 | 353,558 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $21,192,932 | 301,550 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,698,394 | 283,109 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,894,667 | 186,200 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,416,490 | 184,128 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,631,890 | 182,069 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,037,642 | 177,549 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $7,785,037 | 190,997 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,772,813 | 186,991 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||