Position in BRO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,265,299
-$234,065 QoQ
Shares Held
50,901
-5.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#237
of 800 holders
Holding Since
Mar 2020
26 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, 2026AMALGAMATED BANK holds $46,483,976 across 8 Insurance Brokers names. BRO ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
86,409 | $14,401,788 | |
| 2 | AON |
Aon plc
|
38,251 | $12,687,474 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
44,265 | $10,161,916 | |
| 4 | WTW |
Willis Towers Watson PLC
|
16,606 | $4,340,310 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
50,901 | $3,265,299 | |
| 6 | ERIE |
Erie Indemnity Co
|
3,328 | $797,888 | |
| 7 | CRVL |
Corvel Corp
|
8,337 | $521,229 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
6,352 | $308,072 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,265,299 | 50,901 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,499,364 | 53,663 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,394,100 | 55,133 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,400,240 | 57,578 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,594,611 | 50,461 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,498,034 | 52,235 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,295,246 | 51,904 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,333,638 | 51,483 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,428,477 | 49,530 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,361,855 | 49,827 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,622,932 | 65,011 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,772,027 | 68,328 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,457,527 | 64,752 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,385,165 | 76,370 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,652,967 | 81,674 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,968,734 | 82,155 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,868,823 | 83,456 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,973,693 | 82,658 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $6,067,553 | 86,334 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,568,636 | 82,392 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $9,858,001 | 185,510 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,383,733 | 30,272 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,533,286 | 32,341 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,459,821 | 32,247 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,322,621 | 32,449 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,952,113 | 53,896 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||