Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,490,332
-$2,185,816 QoQ
Shares Held
23,232
-58.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#310
of 800 holders
Holding Since
Jun 2022
8 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, 2026ALLSTATE CORP holds $21,076,953 across 7 Insurance Brokers names. BRO ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
71,774 | $11,962,572 | |
| 2 | AON |
Aon plc
|
12,853 | $4,263,211 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
23,232 | $1,490,332 | |
| 4 | GSHD |
Goosehead Insurance, Inc.
|
27,678 | $1,342,383 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
4,914 | $1,128,106 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
23,998 | $637,866 | |
| 7 | WTW |
Willis Towers Watson PLC
|
966 | $252,483 |
All Filings in BRO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,490,332 | 23,232 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,676,148 | 56,374 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,688,205 | 21,182 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,017,621 | 10,850 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $789,430 | 7,738 | Shares | Sole | 2025-02-12 | |
| 2022-12-31 | $568,902 | 9,986 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $436,605 | 7,219 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $421,156 | 7,219 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||