Position in BRO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,814,796
-$290,001 QoQ
Shares Held
199,763
-0.6% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#117
of 806 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DANSKE BANK A/S holds $160,212,886 across 6 Insurance Brokers names. BRO ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
278,772 | $46,462,928 | |
| 2 | AON |
Aon plc
|
131,655 | $43,668,646 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
153,637 | $35,270,444 | |
| 4 | WTW |
Willis Towers Watson PLC
|
71,469 | $18,679,851 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
199,763 | $12,814,796 | |
| 6 | ERIE |
Erie Indemnity Co
|
13,832 | $3,316,221 |
All Filings in BRO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,814,796 | 199,763 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||