Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,202,149
+$120,470 QoQ
Shares Held
96,682
+3.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#181
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $3,169,891,556 across 6 Insurance Brokers names. BRO ranks #4 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
16,975,238 | $2,829,262,913 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
1,281,475 | $294,188,212 | |
| 3 | AON |
Aon plc
|
106,370 | $35,281,863 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
96,682 | $6,202,149 | |
| 5 | WTW |
Willis Towers Watson PLC
|
16,504 | $4,313,650 | |
| 6 | ERIE |
Erie Indemnity Co
|
2,681 | $642,769 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,202,149 | 96,682 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,081,679 | 93,263 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,679,245 | 121,446 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $16,487,625 | 175,793 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,541,661 | 122,140 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,039,110 | 104,816 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,312,997 | 140,296 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $15,239,248 | 147,097 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,510,693 | 139,925 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,626,388 | 155,659 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $11,072,537 | 155,710 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $54,034,229 | 773,686 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $52,004,007 | 755,433 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $66,095,930 | 1,151,096 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $62,069,099 | 1,089,505 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $47,451,640 | 784,584 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $46,055,404 | 789,431 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $58,883,427 | 814,770 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,777,086 | 153,345 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $9,315,045 | 167,990 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,228,930 | 173,672 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,114,768 | 90,019 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,768,961 | 37,312 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $449,666 | 9,933 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $506,646 | 12,430 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,243,034 | 34,319 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||