Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,448,018
-$6,839,593 QoQ
Shares Held
209,634
-32.6% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#114
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 82%
None 18%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $1,264,654,771 across 11 Insurance Brokers names. BRO ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
5,535,138 | $922,541,447 | |
| 2 | AON |
Aon plc
|
692,802 | $229,795,492 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
213,152 | $48,933,302 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
1,106,169 | $34,844,323 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
209,634 | $13,448,018 | |
| 6 | WTW |
Willis Towers Watson PLC
|
24,998 | $6,533,724 | |
| 7 | CRVL |
Corvel Corp
|
65,556 | $4,098,560 | |
| 8 | ERIE |
Erie Indemnity Co
|
9,006 | $2,159,187 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,448,018 | 209,634 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $20,287,611 | 311,112 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $21,833,175 | 273,942 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $26,394,473 | 281,421 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $33,600,371 | 303,061 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $69,662,879 | 559,991 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $60,101,816 | 589,118 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $58,118,666 | 560,991 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $45,162,329 | 505,115 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $27,860,566 | 318,261 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $20,889,769 | 293,767 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $41,582,524 | 595,397 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $43,043,309 | 625,266 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $37,169,743 | 647,331 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $36,467,521 | 640,118 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $41,392,027 | 684,392 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $37,945,793 | 650,425 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $47,632,142 | 659,086 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $22,644,003 | 322,197 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,802,674 | 104,647 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $22,662,773 | 426,473 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $20,349,268 | 445,182 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $21,686,375 | 457,422 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $21,632,767 | 477,861 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $26,604,744 | 652,717 | 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. | ||||||