Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,237,800
-$6,499,780 QoQ
Shares Held
64,987
-51.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 76%
None 24%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026NATIONAL BANK OF CANADA /FI/ holds $87,882,486 across 9 Insurance Brokers names. BRO ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
135,728 | $43,810,281 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
88,256 | $15,308,002 | |
| 3 | WTW |
Willis Towers Watson PLC
|
40,877 | $11,882,941 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
41,767 | $9,045,896 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
64,987 | $4,237,800 | |
| 6 | ERIE |
Erie Indemnity Co
|
14,304 | $3,594,737 | |
| 7 | ARX |
Accelerant Holdings
|
144 | $1,923 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
81 | $904 |
All Filings in BRO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,237,800 | 64,987 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,737,580 | 134,725 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $17,227,722 | 183,684 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $22,143,398 | 199,724 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $24,117,676 | 193,872 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $19,363,190 | 189,798 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $12,541,089 | 121,053 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $5,821,037 | 65,105 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $4,565,210 | 52,150 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,619,020 | 64,956 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $14,506,186 | 207,706 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $3,434,427 | 49,890 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $1,478,162 | 25,743 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $875,343 | 15,365 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $943,850 | 15,606 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $16,127,509 | 276,440 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $25,327,310 | 350,454 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $1,133,054 | 16,122 | Shares | Defined | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||