Position in BRO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$42,252,397
+$6,034,763 QoQ
Shares Held
658,650
+18.6% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#61
of 805 holders
Holding Since
Jun 2021
21 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, 2026SCHWARTZ INVESTMENT COUNSEL INC holds $42,252,397 across 1 Insurance Brokers name. BRO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
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|
658,650 | $42,252,397 |
All Filings in BRO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,252,397 | 658,650 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $36,217,634 | 555,400 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $44,265,380 | 555,400 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $49,933,796 | 532,400 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $57,558,160 | 519,150 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $64,582,260 | 519,150 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $52,963,683 | 519,150 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $53,783,940 | 519,150 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $46,417,201 | 519,150 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $45,446,391 | 519,150 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $36,916,756 | 519,150 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $36,257,436 | 519,150 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $34,017,286 | 494,150 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $25,962,453 | 452,150 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $19,794,226 | 347,450 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,957,456 | 313,450 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $18,286,673 | 313,450 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $18,190,359 | 251,700 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $16,846,116 | 239,700 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $13,291,365 | 239,700 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,143,458 | 209,700 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||