Position in BRO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$71,014
-$87,772 QoQ
Shares Held
1,107
-54.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#615
of 783 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $8,349,125 across 13 Insurance Brokers names. BRO ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
15,319 | $3,516,782 | |
| 2 | AON |
Aon plc
|
7,362 | $2,441,901 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
9,900 | $1,650,033 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,496 | $652,379 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
1,107 | $71,014 | |
| 6 | ERIE |
Erie Indemnity Co
|
34 | $8,151 | |
| 7 | CRVL |
Corvel Corp
|
47 | $2,938 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
133 | $2,412 |
All Filings in BRO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,014 | 1,107 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $158,786 | 2,435 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $104,327 | 1,309 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $72,030 | 768 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $20,289 | 183 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $746 | 6 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||