Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,540,940
+$9,540,940 QoQ
Shares Held
146,311
Ownership
0.043%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 50.ToString("F0")%
Shared 50.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Derivatives in BRO
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$280,403
PutShares
4,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026TUDOR INVESTMENT CORP ET AL holds $44,926,524 across 8 Insurance Brokers names. BRO ranks #3 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
61,000 | $19,689,580 | |
| 2 | GSHD |
Goosehead Insurance, Inc.
|
264,836 | $11,297,903 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
146,311 | $9,540,940 | |
| 4 | ERIE |
Erie Indemnity Co
|
5,240 | $1,316,864 | |
| 5 | CRVL |
Corvel Corp
|
21,039 | $1,149,781 | |
| 6 | LIFE |
Ethos Technologies Inc.
|
69,553 | $776,907 | |
| 7 | SLQT |
SelectQuote, Inc.
|
981,279 | $618,205 | |
| 8 | TWFG |
TWFG, Inc.
|
29,165 | $536,344 |
All Filings in BRO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,540,940 | 146,311 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $280,403 | 4,300 | Put | Defined | 2026-05-15 | |
| 2025-06-30 | $277,175 | 2,500 | Call | Defined | 2025-08-14 | |
| 2023-12-31 | $6,571,275 | 92,410 | Shares | Defined | 2024-02-14 | |
| 2023-06-30 | $208,516 | 3,029 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,911,182 | 155,193 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,773,072 | 224,207 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,823,306 | 145,888 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,288,842 | 176,360 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,400,014 | 74,720 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,242,902 | 88,829 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $308,024 | 5,555 | Shares | Defined | 2021-11-17 | |
| 2021-06-30 | $2,620,227 | 49,308 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,272,602 | 115,349 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,784,531 | 58,733 | Shares | Defined | 2021-02-16 | |
| 2020-06-30 | $878,378 | 21,550 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||