Position in BRO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$13,104,797
-$3,023,534 QoQ
Shares Held
200,963
-0.7% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 91.29192936013098.ToString("F0")%
Shared 0.ToString("F0")%
None 8.708070639869032.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026DANSKE BANK A/S holds $162,305,930 across 6 Insurance Brokers names. BRO ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
277,796 | $48,183,715 | |
| 2 | AON |
Aon plc
|
120,577 | $38,919,843 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
151,037 | $32,711,592 | |
| 4 | WTW |
Willis Towers Watson PLC
|
88,818 | $25,819,392 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
200,963 | $13,104,797 | |
| 6 | ERIE |
Erie Indemnity Co
|
14,192 | $3,566,591 |
All Filings in BRO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,104,797 | 200,963 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,128,331 | 202,363 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $17,122,583 | 182,563 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $29,960,509 | 270,231 | Shares | Sole | 2025-12-18 | |
| 2025-03-31 | $44,548,634 | 358,108 | Shares | Sole | 2025-12-18 | |
| 2024-12-31 | $21,453,886 | 210,291 | Shares | Sole | 2026-03-18 | |
| 2024-09-30 | $25,662,755 | 247,710 | Shares | Sole | 2026-03-18 | |
| 2024-06-30 | $23,898,845 | 267,295 | Shares | Sole | 2026-03-18 | |
| 2024-03-31 | $19,274,469 | 220,179 | Shares | Sole | 2026-03-18 | |
| No filing history on record for this holder in this stock. | ||||||