Position in BRO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$37,577,651
-$11,098,087 QoQ
Shares Held
576,256
-5.6% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026HSBC HOLDINGS PLC holds $490,503,591 across 10 Insurance Brokers names. BRO ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
985,680 | $170,966,192 | |
| 2 | AON |
Aon plc
|
354,158 | $114,315,117 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
459,478 | $99,513,742 | |
| 4 | WTW |
Willis Towers Watson PLC
|
190,955 | $55,510,617 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
576,256 | $37,577,651 | |
| 6 | ERIE |
Erie Indemnity Co
|
44,730 | $11,241,094 | |
| 7 | CRD-A |
Crawford & Co
|
88,600 | $883,341 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
9,230 | $393,751 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,577,651 | 576,256 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $48,675,738 | 610,737 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $55,251,124 | 589,094 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $61,414,439 | 553,932 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $60,992,448 | 490,293 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $56,347,685 | 552,320 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $54,014,552 | 521,376 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $41,383,237 | 462,848 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $38,917,218 | 444,565 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,406,717 | 385,413 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $22,585,766 | 323,393 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $31,161,939 | 452,672 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $13,912,693 | 242,297 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,348,634 | 251,863 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,900,418 | 147,163 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,806,848 | 202,380 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,682,517 | 133,977 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,714,719 | 124,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,138,592 | 110,705 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,438,188 | 102,337 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,681,388 | 102,415 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,924,950 | 103,880 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $2,092,378 | 46,220 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,391,598 | 83,209 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,232,131 | 34,018 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||