Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,324,933
-$3,216,007 QoQ
Shares Held
98,596
-32.6% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#177
of 806 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 50%
Shared 50%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Derivatives in BRO
reported options exposure · as of Jun 30, 2026CallValue
$256,600
CallShares
4,000
PutValue
$0
PutShares
0
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 Jun 30, 2026TUDOR INVESTMENT CORP ET AL holds $43,954,309 across 7 Insurance Brokers names. BRO ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
47,785 | $15,849,806 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
75,646 | $12,607,918 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
98,596 | $6,324,933 | |
| 4 | GSHD |
Goosehead Insurance, Inc.
|
117,736 | $5,710,196 | |
| 5 | TWFG |
TWFG, Inc.
|
102,591 | $2,467,313 | |
| 6 | SLQT |
SelectQuote, Inc.
|
1,124,580 | $945,771 | |
| 7 | EHTH |
eHealth, Inc.
|
32,465 | $48,372 |
All Filings in BRO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,600 | 4,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $6,324,933 | 98,596 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||