MORGAN STANLEY

Position in BRO — Brown & Brown, Inc.

CIK 895421 NEW YORK, NY

Back to BRO Full portfolio

Position in BRO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$248,242,786

+$36,638,170 QoQ

Shares Held

3,869,724

+19.3% QoQ

Ownership

1.16%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#17

of 800 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 75% Shared 0% None 25%

Common Shares in BRO Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $4,431,015,992 across 20 Insurance Brokers names. BRO ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	6,214,787	$2,061,382,689
2	MRSH	Marsh & Mclennan Companies, Inc.	6,314,085	$1,052,368,540
3	AJG	Arthur J. Gallagher & Co.	2,591,858	$595,012,829
4	BRO	Brown & Brown, Inc. This page	3,869,724	$248,242,786
5	WTW	Willis Towers Watson PLC	834,440	$218,097,576
6	ERIE	Erie Indemnity Co	513,784	$123,179,712
7	BWIN	Baldwin Insurance Group, Inc.	2,277,033	$60,523,535
8	CRVL	Corvel Corp	655,700	$40,994,361

All Filings in BRO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,242,786	3,869,724	+19.3%	Shares	Defined	2026-08-13
2026-03-31	$211,604,616	3,244,972	-29.8%	Shares	Defined	2026-05-15
2025-12-31	$368,223,715	4,620,122	-1.6%	Shares	Defined	2026-05-27
2025-09-30	$440,305,496	4,694,589	-17.9%	Shares	Defined	2026-05-27
2025-06-30	$634,342,474	5,721,498	-22.7%	Shares	Defined	2025-08-15
2025-03-31	$920,874,727	7,402,530	-13.7%	Shares	Defined	2025-05-15
2024-12-31	$875,047,570	8,577,216	+1.4%	Shares	Defined	2025-05-15
2024-09-30	$876,334,575	8,458,828	-4.8%	Shares	Defined	2025-05-14
2024-06-30	$794,269,433	8,883,452	+0.2%	Shares	Defined	2025-05-14
2024-03-31	$776,118,778	8,865,876	-1.5%	Shares	Defined	2024-10-17
2023-12-31	$639,980,322	8,999,864	-3.6%	Shares	Defined	2024-08-16
2023-09-30	$651,998,296	9,335,600	-5.5%	Shares	Defined	2023-11-15
2023-06-30	$680,002,890	9,878,020	+5.1%	Shares	Defined	2023-08-14
2023-03-31	$539,702,516	9,399,208	-1.0%	Shares	Defined	2023-05-15
2022-12-31	$540,727,784	9,491,448	+187.2%	Shares	Defined	2023-02-14
2022-09-30	$199,893,955	3,305,125	+32.0%	Shares	Defined	2022-11-14
2022-06-30	$146,060,136	2,503,602	+12.8%	Shares	Defined	2022-10-27
2022-03-31	$160,444,600	2,220,072	+42.0%	Shares	Defined	2022-10-27
2021-12-31	$109,861,902	1,563,203	+11.3%	Shares	Defined	2022-02-14
2021-09-30	$77,855,899	1,404,074	+75.5%	Shares	Defined	2021-11-15
2021-06-30	$42,506,787	799,902	-16.9%	Shares	Defined	2021-08-23
2021-03-31	$43,995,094	962,483	+12.6%	Shares	Defined	2021-05-17
2020-12-31	$40,536,590	855,022	+27.0%	Shares	Defined	2021-02-16
2020-09-30	$30,470,464	673,083	+48.1%	Shares	Defined	2020-11-13
2020-06-30	$18,526,803	454,534	+5.0%	Shares	Defined	2020-08-14
2020-03-31	$15,685,974	433,075	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.