Position in BRO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$7,730,644
-$1,743,772 QoQ
Shares Held
118,550
-0.3% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026UMB Bank, n.a. holds $11,014,878 across 10 Insurance Brokers names. BRO ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
118,550 | $7,730,644 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
9,469 | $2,050,795 | |
| 3 | AON |
Aon plc
|
1,450 | $468,030 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,277 | $394,945 | |
| 5 | WTW |
Willis Towers Watson PLC
|
474 | $137,791 | |
| 6 | SLQT |
SelectQuote, Inc.
|
200,000 | $126,000 | |
| 7 | ERIE |
Erie Indemnity Co
|
299 | $75,141 | |
| 8 | CRVL |
Corvel Corp
|
231 | $12,623 |
All Filings in BRO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,730,644 | 118,550 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $9,474,416 | 118,876 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,155,757 | 118,944 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $13,062,148 | 117,815 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $14,665,142 | 117,887 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $12,018,873 | 117,809 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $12,192,372 | 117,687 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $10,522,394 | 117,687 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $10,780,550 | 123,150 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $8,768,858 | 123,314 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $8,613,855 | 123,337 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $8,493,616 | 123,382 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $7,083,272 | 123,359 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $7,030,325 | 123,404 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $7,676,241 | 126,922 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $8,236,090 | 141,174 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $10,326,370 | 142,886 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $10,097,338 | 143,673 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||