Position in BRO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$410,752
-$53,217 QoQ
Shares Held
6,403
-10.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DAVENPORT & Co LLC holds $216,498,761 across 6 Insurance Brokers names. BRO ranks #4 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
336,307 | $111,549,668 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
612,045 | $102,009,540 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
8,451 | $1,940,096 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
6,403 | $410,752 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,309 | $342,133 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
6,530 | $246,572 |
All Filings in BRO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,752 | 6,403 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $463,969 | 7,115 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,343,100 | 29,399 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,195,706 | 34,073 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,002,074 | 36,097 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,603,846 | 45,047 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,936,747 | 38,588 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,935,764 | 37,990 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,447,560 | 38,559 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $525,327 | 6,001 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $350,998 | 4,936 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $351,365 | 5,031 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $346,334 | 5,031 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $275,788 | 4,803 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $259,042 | 4,547 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $249,963 | 4,133 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $203,548 | 3,489 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||