Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$115,149,442
+$3,761,894 QoQ
Shares Held
1,795,003
+5.1% QoQ
Ownership
0.536%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#31
of 806 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $435,219,946 across 15 Insurance Brokers names. BRO ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
375,514 | $124,554,238 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
1,795,003 | $115,149,442 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
424,430 | $97,436,394 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
488,649 | $81,443,128 | |
| 5 | WTW |
Willis Towers Watson PLC
|
46,656 | $12,194,477 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
53,696 | $2,604,256 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
21,737 | $684,715 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
21,117 | $383,062 |
All Filings in BRO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,149,442 | 1,795,003 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $111,387,548 | 1,708,136 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,944,265 | 74,583 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,952,089 | 74,124 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,612,017 | 50,618 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $692,285 | 5,565 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $399,611 | 3,917 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $220,667 | 2,130 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,332 | 384 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,555 | 132 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $5,583 | 98 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||