Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,119,516
-$12,634,376 QoQ
Shares Held
33,040
-85.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#278
of 806 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, 2026MACKENZIE FINANCIAL CORP holds $180,169,719 across 8 Insurance Brokers names. BRO ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
729,781 | $121,632,599 | |
| 2 | AON |
Aon plc
|
77,327 | $25,648,592 | |
| 3 | WTW |
Willis Towers Watson PLC
|
90,202 | $23,576,096 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
28,960 | $6,648,347 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
33,040 | $2,119,516 | |
| 6 | CRD-A |
Crawford & Co
|
31,138 | $350,925 | |
| 7 | EHTH |
eHealth, Inc.
|
103,253 | $153,846 | |
| 8 | SLQT |
SelectQuote, Inc.
|
47,323 | $39,798 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,119,516 | 33,040 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,753,892 | 226,252 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,776,304 | 172,852 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,652,006 | 28,276 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,551,783 | 23,016 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,451,196 | 100,090 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,599,367 | 94,093 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $9,289,708 | 89,669 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,241,890 | 69,812 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,290,278 | 37,586 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,806,620 | 25,406 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,364,673 | 19,540 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,310,162 | 19,032 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,118,599 | 19,481 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,048,988 | 18,413 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $927,763 | 15,340 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,041,427 | 17,851 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,611,693 | 36,138 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,604,576 | 37,060 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,062,906 | 37,203 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,817,016 | 34,193 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,799,008 | 39,357 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,619,108 | 97,429 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,744,522 | 104,805 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,824,877 | 93,839 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,168,308 | 87,474 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||