Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$69,091,024
-$3,411,409 QoQ
Shares Held
1,077,023
-3.1% QoQ
Ownership
0.322%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#40
of 800 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Legal & General Group Plc holds $1,467,073,520 across 12 Insurance Brokers names. BRO ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,793,483 | $465,589,810 | |
| 2 | AON |
Aon plc
|
1,288,852 | $427,499,318 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,306,295 | $299,886,142 | |
| 4 | WTW |
Willis Towers Watson PLC
|
652,351 | $170,504,979 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
1,077,023 | $69,091,024 | |
| 6 | ERIE |
Erie Indemnity Co
|
101,127 | $24,245,197 | |
| 7 | CRVL |
Corvel Corp
|
68,190 | $4,263,237 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
57,037 | $2,766,294 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,091,024 | 1,077,023 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $72,502,433 | 1,111,830 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $88,646,642 | 1,112,254 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $107,949,569 | 1,150,971 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $123,865,404 | 1,117,213 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $139,559,383 | 1,121,860 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $112,671,090 | 1,104,402 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $118,158,907 | 1,140,530 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $105,252,199 | 1,177,186 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $99,854,513 | 1,140,673 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $79,709,473 | 1,120,932 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $88,235,436 | 1,263,394 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $92,950,383 | 1,350,238 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $76,580,134 | 1,333,684 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $74,503,826 | 1,307,773 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $84,008,957 | 1,389,037 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $86,310,645 | 1,479,442 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $102,306,278 | 1,415,612 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $100,056,230 | 1,423,680 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $83,991,500 | 1,514,725 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $84,652,285 | 1,593,005 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $72,187,882 | 1,579,258 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $75,632,271 | 1,595,281 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $74,431,801 | 1,644,175 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $66,747,189 | 1,637,566 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $67,178,464 | 1,854,734 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||