AMERIPRISE FINANCIAL INC

Position in BRO — Brown & Brown, Inc.

CIK 820027 MINNEAPOLIS, MN

Back to BRO Full portfolio

Position in BRO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$20,287,611

-$1,545,564 QoQ

Shares Held

311,112

+13.6% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 67.2407364550387.ToString("F0")% None 32.7592635449613.ToString("F0")%

Common Shares in BRO Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Mar 31, 2026

AMERIPRISE FINANCIAL INC holds $1,417,012,197 across 11 Insurance Brokers names. BRO ranks #5 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	5,488,537	$951,986,740
2	AON	Aon plc	1,080,672	$348,819,306
3	AJG	Arthur J. Gallagher & Co.	239,340	$51,836,255
4	NP	Neptune Insurance Holdings Inc.	965,340	$23,351,574
5	BRO	Brown & Brown, Inc. This page	311,112	$20,287,611
6	WTW	Willis Towers Watson PLC	44,908	$13,054,753
7	CRVL	Corvel Corp	69,593	$3,803,257
8	ERIE	Erie Indemnity Co	7,349	$1,846,876

All Filings in BRO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,287,611	311,112	+13.6%	Shares	Defined	2026-05-15
2025-12-31	$21,833,175	273,942	-2.7%	Shares	Defined	2026-02-17
2025-09-30	$26,394,473	281,421	-7.1%	Shares	Defined	2025-11-14
2025-06-30	$33,600,371	303,061	-45.9%	Shares	Defined	2025-08-14
2025-03-31	$69,662,879	559,991	-4.9%	Shares	Defined	2025-05-14
2024-12-31	$60,101,816	589,118	+5.0%	Shares	Defined	2025-02-14
2024-09-30	$58,118,666	560,991	+11.1%	Shares	Defined	2024-11-14
2024-06-30	$45,162,329	505,115	+58.7%	Shares	Defined	2024-08-14
2024-03-31	$27,860,566	318,261	+8.3%	Shares	Defined	2024-05-15
2023-12-31	$20,889,769	293,767	-50.7%	Shares	Defined	2024-02-14
2023-09-30	$41,582,524	595,397	-4.8%	Shares	Defined	2023-11-14
2023-06-30	$43,043,309	625,266	-3.4%	Shares	Defined	2023-08-14
2023-03-31	$37,169,743	647,331	+1.1%	Shares	Defined	2023-05-22
2022-12-31	$36,467,521	640,118	-6.5%	Shares	Defined	2023-02-14
2022-09-30	$41,392,027	684,392	+5.2%	Shares	Defined	2022-11-14
2022-06-30	$37,945,793	650,425	-1.3%	Shares	Defined	2022-08-15
2022-03-31	$47,632,142	659,086	+104.6%	Shares	Defined	2022-05-16
2021-12-31	$22,644,003	322,197	+207.9%	Shares	Defined	2022-02-14
2021-09-30	$5,802,674	104,647	-75.5%	Shares	Defined	2021-11-15
2021-06-30	$22,662,773	426,473	-4.2%	Shares	Defined	2021-08-16
2021-03-31	$20,349,268	445,182	-2.7%	Shares	Defined	2021-05-17
2020-12-31	$21,686,375	457,422	-4.3%	Shares	Defined	2021-02-12
2020-09-30	$21,632,767	477,861	-26.8%	Shares	Defined	2020-11-16
2020-06-30	$26,604,744	652,717	-0.3%	Shares	Defined	2020-08-14
2020-03-31	$23,716,094	654,779	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.