Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,780,703
-$1,400,054 QoQ
Shares Held
214,820
-7.7% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#112
of 806 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DF DENT & CO INC holds $14,329,380 across 2 Insurance Brokers names. BRO ranks #1 (96.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
214,820 | $13,780,703 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,292 | $548,677 |
All Filings in BRO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,780,703 | 214,820 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,180,757 | 232,798 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,840,313 | 386,955 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $26,773,574 | 285,463 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||