MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in BRO — Brown & Brown, Inc.
CIK 912938
Boston, MA
Position in BRO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$139,167,971
+$38,928,139 QoQ
Shares Held
2,169,415
+41.1% QoQ
Ownership
0.648%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#26
of 806 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 84%
Shared 15%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $5,209,982,695 across 5 Insurance Brokers names. BRO ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
7,615,397 | $2,525,951,027 | |
| 2 | WTW |
Willis Towers Watson PLC
|
5,491,383 | $1,435,282,772 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,507,415 | $1,084,590,854 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
2,169,415 | $139,167,971 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
108,856 | $24,990,071 |
All Filings in BRO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,167,971 | 2,169,415 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $100,239,832 | 1,537,185 | Shares | Defined | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||