Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$233,315,600
+$84,597,546 QoQ
Shares Held
3,637,032
+59.5% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#18
of 800 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Derivatives in BRO
reported options exposure · as of Mar 31, 2023CallValue
$0
CallShares
0
PutValue
$861,300
PutShares
15,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $2,498,847,652 across 16 Insurance Brokers names. BRO ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,228,626 | $704,785,093 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,818,022 | $646,933,309 | |
| 3 | AON |
Aon plc
|
1,748,801 | $580,059,800 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
3,637,032 | $233,315,600 | |
| 5 | WTW |
Willis Towers Watson PLC
|
769,245 | $201,057,562 | |
| 6 | ERIE |
Erie Indemnity Co
|
151,630 | $36,353,291 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
507,585 | $24,617,872 | |
| 8 | ARX |
Accelerant Holdings
|
2,013,582 | $23,599,180 |
All Filings in BRO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,315,600 | 3,637,032 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $148,718,054 | 2,280,602 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $174,123,218 | 2,184,733 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $199,688,662 | 2,129,104 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $236,387,810 | 2,132,117 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $249,558,341 | 2,006,096 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $231,803,311 | 2,272,136 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $429,468,930 | 4,145,453 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $359,285,768 | 4,018,407 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $308,147,539 | 3,520,077 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $255,897,724 | 3,598,618 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $214,674,609 | 3,073,806 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $223,911,460 | 3,252,636 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $861,300 | 15,000 | Put | Defined | 2024-05-14 | |
| 2023-03-31 | $169,328,134 | 2,948,940 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $163,716,511 | 2,873,732 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $185,216,611 | 3,062,444 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $173,616,572 | 2,975,944 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $28,363,300 | 392,463 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $31,450,931 | 447,509 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $28,948,226 | 522,060 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $37,391,535 | 703,642 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $35,141,390 | 768,790 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $36,908,399 | 778,494 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $61,674,443 | 1,362,369 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $53,469,986 | 1,311,825 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $48,482,823 | 1,338,565 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||