Position in BRO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,317,004
-$105,282 QoQ
Shares Held
51,707
-1.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#234
of 800 holders
Holding Since
Mar 2020
26 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, 2026NISA INVESTMENT ADVISORS, LLC holds $60,241,474 across 11 Insurance Brokers names. BRO ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
155,775 | $25,963,018 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
62,544 | $14,358,226 | |
| 3 | AON |
Aon plc
|
41,674 | $13,822,849 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
51,707 | $3,317,004 | |
| 5 | WTW |
Willis Towers Watson PLC
|
8,707 | $2,275,748 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,097 | $263,005 | |
| 7 | CRVL |
Corvel Corp
|
1,967 | $122,976 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
1,295 | $62,807 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,317,004 | 51,707 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,422,286 | 52,481 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,209,594 | 52,818 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,635,664 | 49,426 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,715,443 | 69,590 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $8,596,288 | 69,102 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,808,304 | 76,537 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,530,164 | 91,990 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,101,874 | 68,246 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,972,066 | 68,221 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,855,888 | 68,287 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $5,158,033 | 73,855 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,848,538 | 70,432 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,877,974 | 67,537 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,006,814 | 70,332 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,328,856 | 71,575 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,932,116 | 67,400 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,459,059 | 61,700 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,336,276 | 61,700 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,476,715 | 62,700 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $3,342,506 | 62,900 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,575,571 | 100,100 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,745,741 | 100,100 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,531,527 | 100,100 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $4,080,076 | 100,100 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,625,622 | 100,100 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||