UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in BRO — Brown & Brown, Inc.
CIK 861177
NEW YORK, NY
Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$95,437,104
-$3,233,576 QoQ
Shares Held
1,487,718
-1.7% QoQ
Ownership
0.445%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#37
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,247,172,559 across 11 Insurance Brokers names. BRO ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,597,647 | $766,289,821 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
1,453,774 | $333,742,892 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
1,487,718 | $95,437,104 | |
| 4 | ERIE |
Erie Indemnity Co
|
121,438 | $29,114,757 | |
| 5 | AON |
Aon plc
|
25,740 | $8,537,700 | |
| 6 | CRVL |
Corvel Corp
|
78,890 | $4,932,199 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
183,854 | $4,886,834 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
48,606 | $2,357,389 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,437,104 | 1,487,718 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $98,670,680 | 1,513,122 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $118,813,169 | 1,490,755 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $143,477,029 | 1,529,769 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $212,426,027 | 1,915,992 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $197,278,490 | 1,585,840 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $159,790,246 | 1,566,264 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $137,381,468 | 1,326,076 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $155,777,158 | 1,742,279 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $122,598,188 | 1,400,482 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $69,247,198 | 973,804 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $64,467,484 | 923,074 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $56,129,585 | 815,363 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $46,818,138 | 815,363 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $47,912,049 | 841,005 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $50,941,936 | 842,294 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $56,643,351 | 970,918 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $79,167,588 | 1,095,442 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $74,761,259 | 1,063,763 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $60,847,165 | 1,097,334 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $79,435,472 | 1,494,834 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $58,071,121 | 1,270,425 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $65,477,424 | 1,381,089 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $59,709,449 | 1,318,963 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $51,589,357 | 1,265,686 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $40,017,300 | 1,104,840 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||