Position in BRO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$266,940,909
-$7,073,721 QoQ
Shares Held
4,161,199
-1.0% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#14
of 806 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $1,449,773,187 across 11 Insurance Brokers names. BRO ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,113,644 | $685,621,041 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
4,161,199 | $266,940,909 | |
| 3 | AON |
Aon plc
|
585,041 | $194,052,246 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
693,775 | $159,269,923 | |
| 5 | WTW |
Willis Towers Watson PLC
|
375,060 | $98,029,428 | |
| 6 | ERIE |
Erie Indemnity Co
|
152,735 | $36,618,215 | |
| 7 | CRVL |
Corvel Corp
|
60,326 | $3,771,580 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
105,609 | $2,807,085 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,940,909 | 4,161,199 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $274,014,630 | 4,202,034 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $313,178,034 | 3,929,461 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $240,808,350 | 2,567,527 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $181,268,453 | 1,634,964 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $127,893,271 | 1,028,081 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $146,047,946 | 1,431,562 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $120,837,273 | 1,166,383 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $100,689,156 | 1,126,151 | Shares | Sole | 2025-06-12 | |
| 2024-03-31 | $75,304,617 | 860,231 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $49,683,056 | 698,679 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $33,076,427 | 473,603 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $35,503,126 | 515,734 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $38,602,716 | 672,287 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $36,462,562 | 640,031 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $27,591,155 | 456,203 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $35,568,086 | 609,669 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $45,188,476 | 625,273 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $41,394,987 | 589,001 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $35,082,935 | 632,695 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $25,007,149 | 470,590 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $22,195,949 | 485,582 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $19,393,958 | 409,069 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $17,823,746 | 393,721 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $21,228,049 | 520,806 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $15,883,408 | 438,526 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||