CITIGROUP INC

Position in BRO — Brown & Brown, Inc.

CIK 831001 NEW YORK, NY

Back to BRO Full portfolio

Position in BRO

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$48,290,024

+$15,375,600 QoQ

Shares Held

740,531

+79.3% QoQ

Ownership

0.218%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in BRO Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Mar 31, 2026

CITIGROUP INC holds $366,563,713 across 18 Insurance Brokers names. BRO ranks #5 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	523,616	$90,821,193
2	AON	Aon plc	250,447	$80,839,281
3	AJG	Arthur J. Gallagher & Co.	295,088	$63,910,157
4	WTW	Willis Towers Watson PLC	166,638	$48,441,665
5	BRO	Brown & Brown, Inc. This page	740,531	$48,290,024
6	ERIE	Erie Indemnity Co	105,594	$26,536,826
7	GSHD	Goosehead Insurance, Inc.	128,309	$5,473,661
8	CRVL	Corvel Corp	30,420	$1,662,452

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	$48,290,024	740,531	+79.3%	Shares	Defined	2026-05-11
2025-12-31	$32,914,424	412,979	+63.2%	Shares	Defined	2026-02-13
2025-09-30	$23,732,057	253,034	-38.1%	Shares	Defined	2025-11-10
2025-06-30	$45,321,880	408,784	+46.1%	Shares	Defined	2025-08-11
2025-03-31	$34,796,295	279,713	+37.5%	Shares	Defined	2025-05-12
2024-12-31	$20,757,599	203,466	-26.1%	Shares	Defined	2025-02-12
2024-09-30	$28,539,624	275,479	+1.6%	Shares	Defined	2024-11-12
2024-06-30	$24,244,145	271,157	-19.5%	Shares	Defined	2024-08-12
2024-03-31	$29,478,043	336,738	-10.1%	Shares	Defined	2024-05-10
2023-12-31	$26,645,911	374,714	+9.4%	Shares	Defined	2024-02-09
2023-09-30	$23,912,795	342,394	-2.9%	Shares	Defined	2023-12-06
2023-06-30	$24,276,492	352,651	-2.8%	Shares	Defined	2023-08-10
2023-03-31	$20,837,717	362,900	+41.1%	Shares	Defined	2023-05-11
2022-12-31	$14,653,194	257,209	+7.8%	Shares	Defined	2023-02-09
2022-09-30	$14,433,731	238,653	-18.2%	Shares	Defined	2022-11-10
2022-06-30	$17,022,618	291,783	+6.8%	Shares	Defined	2022-08-10
2022-03-31	$19,741,849	273,168	-0.2%	Shares	Defined	2022-05-12
2021-12-31	$19,231,206	273,637	-22.4%	Shares	Defined	2022-02-10
2021-09-30	$19,556,770	352,692	+14.1%	Shares	Defined	2021-11-10
2021-06-30	$16,430,781	309,198	+6.3%	Shares	Defined	2021-08-10
2021-03-31	$13,295,072	290,857	+72.2%	Shares	Defined	2021-05-13
2020-12-31	$8,007,879	168,907	-10.7%	Shares	Defined	2021-02-11
2020-09-30	$8,563,362	189,162	+34.7%	Shares	Defined	2020-11-12
2020-06-30	$5,722,214	140,388	+89.6%	Shares	Defined	2020-08-12
2020-03-31	$2,682,306	74,056	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.