Position in BRO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,971,778
+$1,036,667 QoQ
Shares Held
30,737
+114.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $47,029,285 across 12 Insurance Brokers names. BRO ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
52,099 | $17,280,717 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
82,638 | $13,773,275 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
42,107 | $9,666,503 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
30,737 | $1,971,778 | |
| 5 | WTW |
Willis Towers Watson PLC
|
6,530 | $1,706,746 | |
| 6 | CRVL |
Corvel Corp
|
19,046 | $1,190,755 | |
| 7 | TREE |
LendingTree, Inc.
|
8,734 | $386,828 | |
| 8 | RYAN |
Ryan Specialty Holdings, Inc.
|
9,780 | $369,292 |
All Filings in BRO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,971,778 | 30,737 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $935,111 | 14,340 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $997,844 | 12,520 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,112,608 | 33,187 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,296,624 | 11,695 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,472,398 | 11,836 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $937,053 | 9,185 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,786,996 | 17,249 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,258,713 | 14,078 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,158,766 | 13,237 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $927,203 | 13,039 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $706,291 | 10,113 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $572,473 | 8,316 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $377,995 | 6,583 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $262,688 | 4,611 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $317,217 | 5,245 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $390,469 | 6,693 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $299,703 | 4,147 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $209,012 | 2,974 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||