Position in BRO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$227,016,155
-$799,996 QoQ
Shares Held
3,481,309
+21.8% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 98.30267867632548.ToString("F0")%
None 1.6973213236745146.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Invesco Ltd. holds $2,689,359,034 across 12 Insurance Brokers names. BRO ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
2,327,401 | $676,575,461 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,884,778 | $673,814,736 | |
| 3 | AON |
Aon plc
|
1,486,623 | $479,852,164 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
1,715,812 | $371,610,556 | |
| 5 | ERIE |
Erie Indemnity Co
|
996,546 | $250,441,973 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
3,481,309 | $227,016,155 | |
| 7 | CRVL |
Corvel Corp
|
120,642 | $6,593,082 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
70,102 | $1,538,036 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,016,155 | 3,481,309 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $227,816,151 | 2,858,421 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $225,284,421 | 2,402,009 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $461,925,437 | 4,166,370 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $512,544,789 | 4,120,135 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $388,044,899 | 3,803,616 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $353,815,234 | 3,415,205 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $230,844,634 | 2,581,866 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $236,283,061 | 2,699,144 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $145,382,470 | 2,044,473 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $135,314,646 | 1,937,495 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $133,560,953 | 1,940,165 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $107,796,860 | 1,877,340 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $101,331,624 | 1,778,684 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $100,879,849 | 1,667,987 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $116,383,279 | 1,994,914 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $231,820,332 | 3,207,698 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $205,422,253 | 2,922,912 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $118,151,693 | 2,130,779 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $46,117,547 | 867,850 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $40,701,051 | 890,419 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $51,988,383 | 1,096,570 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $49,936,793 | 1,103,088 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $69,877,475 | 1,714,364 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $56,060,843 | 1,547,787 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||