Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$262,904,466
+$35,888,311 QoQ
Shares Held
4,098,277
+17.7% QoQ
Ownership
1.22%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#15
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $2,580,193,788 across 14 Insurance Brokers names. BRO ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,305,773 | $717,643,178 | |
| 2 | WTW |
Willis Towers Watson PLC
|
2,171,679 | $567,611,732 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,750,848 | $401,942,171 | |
| 4 | AON |
Aon plc
|
1,069,331 | $354,686,392 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
4,098,277 | $262,904,466 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,091,087 | $261,588,106 | |
| 7 | CRVL |
Corvel Corp
|
116,753 | $7,299,395 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
80,591 | $2,142,106 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,904,466 | 4,098,277 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||