Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,996,089
-$9,350,638 QoQ
Shares Held
264,943
-34.4% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#101
of 800 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $534,557,085 across 9 Insurance Brokers names. BRO ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
933,387 | $243,959,355 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
613,768 | $102,296,709 | |
| 3 | AON |
Aon plc
|
283,011 | $93,871,913 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
283,417 | $65,064,034 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
264,943 | $16,996,089 | |
| 6 | ERIE |
Erie Indemnity Co
|
37,496 | $8,989,664 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
63,266 | $3,068,400 | |
| 8 | CRVL |
Corvel Corp
|
3,628 | $226,821 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,996,089 | 264,943 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $26,346,727 | 404,029 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $37,262,616 | 467,536 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $56,147,005 | 598,646 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $57,164,678 | 515,601 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $66,210,653 | 532,240 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $38,679,860 | 379,140 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $39,103,818 | 377,450 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $32,792,993 | 366,771 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $61,524,160 | 702,812 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $24,280,152 | 341,445 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $20,499,854 | 293,526 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $23,167,480 | 336,541 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $19,076,932 | 332,235 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $7,798,052 | 136,880 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $9,393,086 | 155,309 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $7,689,968 | 131,813 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $10,598,683 | 146,654 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $10,775,820 | 153,327 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $21,581,026 | 389,198 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $12,952,711 | 243,747 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $10,925,692 | 239,022 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $12,191,669 | 257,154 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $11,635,474 | 257,024 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,836,287 | 265,856 | 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. | ||||||