Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$497,739
-$53,937 QoQ
Shares Held
7,759
-8.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#462
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, 2026PRUDENTIAL PLC holds $30,841,336 across 6 Insurance Brokers names. BRO ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
114,914 | $19,152,716 | |
| 2 | AON |
Aon plc
|
27,387 | $9,083,994 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
5,074 | $1,164,838 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,321 | $606,639 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
7,759 | $497,739 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,399 | $335,410 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,739 | 7,759 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $551,676 | 8,460 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,245,631 | 15,629 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $994,642 | 10,605 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $464,101 | 4,186 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,981,567 | 15,929 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,625,076 | 15,929 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,650,244 | 15,929 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,424,211 | 15,929 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $1,394,424 | 15,929 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,760,043 | 24,751 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,729,657 | 24,766 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,852,209 | 26,906 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,561,824 | 27,200 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,870,325 | 32,830 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,611,912 | 26,652 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,717,062 | 29,432 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,149,526 | 29,743 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,564,503 | 22,261 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,276,958 | 23,029 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $1,318,456 | 24,811 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,225,485 | 26,810 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,653,471 | 34,876 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,562,448 | 34,514 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $1,541,828 | 37,827 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,273,676 | 35,165 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||