Position in BRO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$55,287,291
+$6,997,267 QoQ
Shares Held
861,844
+16.4% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#46
of 800 holders
Holding Since
Mar 2020
26 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, 2026CITIGROUP INC holds $396,103,293 across 17 Insurance Brokers names. BRO ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
570,878 | $95,148,234 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
372,212 | $85,448,707 | |
| 3 | AON |
Aon plc
|
233,032 | $77,294,382 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
861,844 | $55,287,291 | |
| 5 | ERIE |
Erie Indemnity Co
|
147,885 | $35,455,427 | |
| 6 | WTW |
Willis Towers Watson PLC
|
135,243 | $35,348,462 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
161,474 | $7,831,488 | |
| 8 | CRVL |
Corvel Corp
|
26,464 | $1,654,528 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,287,291 | 861,844 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $48,290,024 | 740,531 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $32,914,424 | 412,979 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $23,732,057 | 253,034 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $45,321,880 | 408,784 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $34,796,295 | 279,713 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $20,757,599 | 203,466 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $28,539,624 | 275,479 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $24,244,145 | 271,157 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $29,478,043 | 336,738 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $26,645,911 | 374,714 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $23,912,795 | 342,394 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $24,276,492 | 352,651 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $20,837,717 | 362,900 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $14,653,194 | 257,209 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $14,433,731 | 238,653 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $17,022,618 | 291,783 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $19,741,849 | 273,168 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $19,231,206 | 273,637 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $19,556,770 | 352,692 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $16,430,781 | 309,198 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $13,295,072 | 290,857 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,007,879 | 168,907 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $8,563,362 | 189,162 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,722,214 | 140,388 | 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. | ||||||