BANK OF MONTREAL /CAN/

Bank

Position in BRO — Brown & Brown, Inc.

CIK 927971 TORONTO, A6

Back to BRO Full portfolio

Position in BRO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$26,346,727

-$10,915,889 QoQ

Shares Held

404,029

-13.6% QoQ

Ownership

0.119%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97.29276858839341.ToString("F0")% Shared 0.ToString("F0")% None 2.7072314116065925.ToString("F0")%

Common Shares in BRO Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $523,897,491 across 7 Insurance Brokers names. BRO ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	897,019	$260,763,420
2	AON	Aon plc	288,235	$93,036,488
3	MRSH	Marsh & Mclennan Companies, Inc.	515,363	$89,389,708
4	AJG	Arthur J. Gallagher & Co.	224,518	$48,626,104
5	BRO	Brown & Brown, Inc. This page	404,029	$26,346,727
6	ERIE	Erie Indemnity Co	22,532	$5,662,512
7	SLQT	SelectQuote, Inc.	115,131	$72,532

All Filings in BRO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,346,727	404,029	-13.6%	Shares	Defined	2026-05-13
2025-12-31	$37,262,616	467,536	-21.9%	Shares	Defined	2026-02-12
2025-09-30	$56,147,005	598,646	+16.1%	Shares	Defined	2025-11-13
2025-06-30	$57,164,678	515,601	-3.1%	Shares	Defined	2025-08-05
2025-03-31	$66,210,653	532,240	+40.4%	Shares	Defined	2025-05-13
2024-12-31	$38,679,860	379,140	+0.4%	Shares	Defined	2025-02-13
2024-09-30	$39,103,818	377,450	+2.9%	Shares	Defined	2024-11-13
2024-06-30	$32,792,993	366,771	-47.8%	Shares	Defined	2024-08-14
2024-03-31	$61,524,160	702,812	+105.8%	Shares	Defined	2024-05-13
2023-12-31	$24,280,152	341,445	+16.3%	Shares	Defined	2024-02-08
2023-09-30	$20,499,854	293,526	-12.8%	Shares	Defined	2023-11-01
2023-06-30	$23,167,480	336,541	+1.3%	Shares	Defined	2023-08-02
2023-03-31	$19,076,932	332,235	+142.7%	Shares	Defined	2024-06-13
2022-12-31	$7,798,052	136,880	-11.9%	Shares	Defined	2023-02-01
2022-09-30	$9,393,086	155,309	+17.8%	Shares	Defined	2022-11-10
2022-06-30	$7,689,968	131,813	-10.1%	Shares	Defined	2022-08-11
2022-03-31	$10,598,683	146,654	-4.4%	Shares	Defined	2022-05-12
2021-12-31	$10,775,820	153,327	-60.6%	Shares	Defined	2022-02-11
2021-09-30	$21,581,026	389,198	+59.7%	Shares	Defined	2021-11-12
2021-06-30	$12,952,711	243,747	+2.0%	Shares	Defined	2021-08-12
2021-03-31	$10,925,692	239,022	-7.1%	Shares	Defined	2021-05-13
2020-12-31	$12,191,669	257,154	+0.1%	Shares	Defined	2021-02-12
2020-09-30	$11,635,474	257,024	-3.3%	Shares	Defined	2020-11-12
2020-06-30	$10,836,287	265,856	+7.3%	Shares	Defined	2020-08-12
2020-03-31	$8,975,422	247,803	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.