MACKENZIE FINANCIAL CORP

Position in BRO — Brown & Brown, Inc.

CIK 919859 TORONTO ONTARIO, A6

Position in BRO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$14,753,892

+$977,588 QoQ

Shares Held

226,252

+30.9% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

MACKENZIE FINANCIAL CORP holds $214,820,946 across 8 Insurance Brokers names. BRO ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	713,781	$123,805,314
2	AON	Aon plc	166,498	$53,742,224
3	WTW	Willis Towers Watson PLC	53,411	$15,526,577
4	BRO	Brown & Brown, Inc. This page	226,252	$14,753,892
5	AJG	Arthur J. Gallagher & Co.	29,384	$6,363,986
6	EHTH	eHealth, Inc.	292,522	$377,353
7	CRD-A	Crawford & Co	24,386	$243,128
8	SLQT	SelectQuote, Inc.	13,449	$8,472

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,753,892	226,252	+30.9%	Shares	Sole	2026-05-13
2025-12-31	$13,776,304	172,852	+511.3%	Shares	Sole	2026-02-18
2025-09-30	$2,652,006	28,276	+22.9%	Shares	Sole	2025-11-13
2025-06-30	$2,551,783	23,016	-77.0%	Shares	Sole	2025-08-13
2025-03-31	$12,451,196	100,090	+6.4%	Shares	Sole	2025-05-07
2024-12-31	$9,599,367	94,093	+4.9%	Shares	Sole	2025-05-02
2024-09-30	$9,289,708	89,669	+28.4%	Shares	Sole	2024-11-13
2024-06-30	$6,241,890	69,812	+85.7%	Shares	Sole	2024-08-14
2024-03-31	$3,290,278	37,586	+47.9%	Shares	Sole	2024-05-10
2023-12-31	$1,806,620	25,406	+30.0%	Shares	Sole	2024-01-30
2023-09-30	$1,364,673	19,540	+2.7%	Shares	Sole	2023-10-25
2023-06-30	$1,310,162	19,032	-2.3%	Shares	Sole	2023-08-03
2023-03-31	$1,118,599	19,481	+5.8%	Shares	Sole	2023-04-24
2022-12-31	$1,048,988	18,413	+20.0%	Shares	Sole	2023-02-14
2022-09-30	$927,763	15,340	-14.1%	Shares	Sole	2022-10-07
2022-06-30	$1,041,427	17,851	-50.6%	Shares	Sole	2022-08-10
2022-03-31	$2,611,693	36,138	-2.5%	Shares	Sole	2022-05-13
2021-12-31	$2,604,576	37,060	-0.4%	Shares	Sole	2022-02-14
2021-09-30	$2,062,906	37,203	+8.8%	Shares	Sole	2021-11-08
2021-06-30	$1,817,016	34,193	-13.1%	Shares	Sole	2021-08-11
2021-03-31	$1,799,008	39,357	-59.6%	Shares	Sole	2021-05-14
2020-12-31	$4,619,108	97,429	-7.0%	Shares	Sole	2021-02-10
2020-09-30	$4,744,522	104,805	+11.7%	Shares	Sole	2020-11-13
2020-06-30	$3,824,877	93,839	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.