CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in BRO — Brown & Brown, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$121,761,254
+$2,592,457 QoQ
Shares Held
1,898,071
+3.9% QoQ
Ownership
0.567%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#30
of 800 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,004,752,468 across 14 Insurance Brokers names. BRO ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,072,405 | $512,077,740 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,156,506 | $495,069,081 | |
| 3 | AON |
Aon plc
|
1,345,367 | $446,244,780 | |
| 4 | ERIE |
Erie Indemnity Co
|
855,984 | $205,222,163 | |
| 5 | WTW |
Willis Towers Watson PLC
|
629,197 | $164,453,219 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
1,898,071 | $121,761,254 | |
| 7 | CRVL |
Corvel Corp
|
312,845 | $19,559,069 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
723,413 | $19,228,317 |
All Filings in BRO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,761,254 | 1,898,071 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $119,168,797 | 1,827,462 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $139,760,007 | 1,753,576 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $160,095,215 | 1,706,954 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $179,766,946 | 1,621,421 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $171,009,943 | 1,374,678 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $138,393,700 | 1,356,535 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $136,301,754 | 1,315,654 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $116,029,145 | 1,297,720 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $110,986,888 | 1,267,842 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $88,743,217 | 1,247,971 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $85,337,216 | 1,221,896 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $83,006,377 | 1,205,787 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $69,060,010 | 1,202,717 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $67,830,134 | 1,190,629 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $70,000,882 | 1,157,422 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $99,496,419 | 1,705,458 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $121,691,767 | 1,683,849 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $115,325,966 | 1,640,950 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $88,357,190 | 1,593,457 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $61,263,246 | 1,152,865 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $51,513,707 | 1,126,968 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $61,990,661 | 1,307,544 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $58,460,500 | 1,291,374 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $55,993,805 | 1,373,744 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $52,517,985 | 1,449,972 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||