Position in BRO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$40,542
+$13,089 QoQ
Shares Held
632
+50.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#637
of 783 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $12,843,387 across 14 Insurance Brokers names. BRO ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
21,255 | $4,879,510 | |
| 2 | AON |
Aon plc
|
13,054 | $4,329,881 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
19,637 | $3,272,898 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,085 | $283,586 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
632 | $40,542 | |
| 6 | CRVL |
Corvel Corp
|
196 | $12,253 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
337 | $8,957 | |
| 8 | ERIE |
Erie Indemnity Co
|
28 | $6,713 |
All Filings in BRO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,542 | 632 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $27,453 | 421 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $26,540 | 333 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $162,444 | 1,732 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $18,515 | 167 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,540 | 141 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $14,588 | 143 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,504 | 140 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $11,623 | 130 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,939 | 45 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $2,133 | 30 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||