Position in BRO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$627,189
-$610,950 QoQ
Shares Held
9,618
-38.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026PANAGORA ASSET MANAGEMENT INC holds $43,843,938 across 7 Insurance Brokers names. BRO ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
220,161 | $38,186,925 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
9,236 | $2,000,332 | |
| 3 | AON |
Aon plc
|
3,594 | $1,160,071 | |
| 4 | WTW |
Willis Towers Watson PLC
|
3,527 | $1,025,298 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
9,618 | $627,189 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
26,783 | $587,619 | |
| 7 | SLQT |
SelectQuote, Inc.
|
407,150 | $256,504 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $627,189 | 9,618 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,238,139 | 15,535 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,778,622 | 29,626 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,677,463 | 15,130 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,328,944 | 26,760 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,030,912 | 29,709 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,640,038 | 25,483 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,293,187 | 25,648 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,856,635 | 21,209 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,549,486 | 21,790 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,623,221 | 23,242 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,655,808 | 24,053 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,381,123 | 24,053 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,790,054 | 31,421 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,393,630 | 72,646 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,934,496 | 33,159 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,397,340 | 33,172 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,665,003 | 23,691 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,633,612 | 29,461 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,564,973 | 29,450 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,025,135 | 44,304 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,086,134 | 44,002 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,984,863 | 43,845 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $623,138 | 15,288 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $553,731 | 15,288 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||