Position in BRO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$11,749,015
-$8,120,513 QoQ
Shares Held
180,172
-27.7% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $121,219,906 across 7 Insurance Brokers names. BRO ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
269,560 | $46,755,181 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
92,123 | $19,951,998 | |
| 3 | CRD-A |
Crawford & Co
|
1,623,485 | $16,186,144 | |
| 4 | ERIE |
Erie Indemnity Co
|
60,707 | $15,256,275 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
180,172 | $11,749,015 | |
| 6 | AON |
Aon plc
|
31,199 | $10,070,412 | |
| 7 | WTW |
Willis Towers Watson PLC
|
4,303 | $1,250,881 |
All Filings in BRO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,749,015 | 180,172 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $19,869,528 | 249,304 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $25,148,662 | 268,138 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $29,514,257 | 266,206 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $34,868,946 | 280,297 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $28,477,250 | 279,134 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $28,346,306 | 273,613 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $42,286,726 | 472,953 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $8,409,179 | 96,061 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,255,158 | 116,090 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $6,703,311 | 95,981 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,332,452 | 91,988 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $14,313,599 | 249,279 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $16,078,984 | 282,236 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $14,726,516 | 243,494 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $17,457,426 | 299,236 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $23,233,214 | 321,478 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $2,727,143 | 38,804 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,349,803 | 42,377 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,391,671 | 45,007 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,261,364 | 49,472 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,142,846 | 213,939 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $9,481,392 | 209,441 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $8,893,545 | 218,193 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $8,694,863 | 240,057 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||