Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$169,470,698
-$26,058,941 QoQ
Shares Held
2,641,788
-11.9% QoQ
Ownership
0.790%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#22
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $890,081,140 across 17 Insurance Brokers names. BRO ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,510,228 | $418,379,697 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
2,641,788 | $169,470,698 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
546,230 | $125,398,019 | |
| 4 | AON |
Aon plc
|
336,918 | $111,752,330 | |
| 5 | CRVL |
Corvel Corp
|
453,149 | $28,330,874 | |
| 6 | WTW |
Willis Towers Watson PLC
|
53,916 | $14,092,023 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
173,941 | $8,436,138 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
197,936 | $5,261,137 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,470,698 | 2,641,788 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $195,529,639 | 2,998,461 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $239,822,080 | 3,009,060 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $300,585,318 | 3,204,876 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $348,574,612 | 3,143,994 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $404,505,258 | 3,251,650 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $330,039,288 | 3,235,045 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $339,317,867 | 3,275,269 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $296,604,888 | 3,317,357 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $292,564,894 | 3,342,071 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $233,804,273 | 3,287,924 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $240,454,648 | 3,442,936 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $234,464,564 | 3,405,935 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $191,619,553 | 3,337,157 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $189,683,093 | 3,329,526 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $200,352,637 | 3,312,709 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $197,030,513 | 3,377,280 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $257,426,749 | 3,562,014 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $248,181,659 | 3,531,327 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $545,832,163 | 9,843,682 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $519,662,967 | 9,779,130 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $456,544,119 | 9,987,839 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $472,705,764 | 9,970,592 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $447,991,465 | 9,895,990 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $424,496,972 | 10,414,548 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $366,322,412 | 10,113,816 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||