Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,373,614
-$936,510 QoQ
Shares Held
37,001
-27.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#265
of 800 holders
Holding Since
Jun 2020
25 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, 2026BANK OF NOVA SCOTIA holds $47,398,260 across 6 Insurance Brokers names. BRO ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
124,082 | $20,680,746 | |
| 2 | AON |
Aon plc
|
43,569 | $14,451,401 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
27,018 | $6,202,522 | |
| 4 | WTW |
Willis Towers Watson PLC
|
10,268 | $2,683,747 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
37,001 | $2,373,614 | |
| 6 | ERIE |
Erie Indemnity Co
|
4,197 | $1,006,230 |
All Filings in BRO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,373,614 | 37,001 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,310,124 | 50,761 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,750,115 | 72,147 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,131,107 | 374,572 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,006,793 | 90,257 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,443,267 | 27,679 | Shares | Sole | 2025-07-02 | |
| 2024-12-31 | $3,585,798 | 35,148 | Shares | Sole | 2025-07-02 | |
| 2024-09-30 | $3,552,133 | 34,287 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,591,191 | 28,981 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,213,615 | 93,827 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,492,370 | 161,614 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,535,711 | 21,989 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,324,275 | 19,237 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $935,256 | 16,288 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,108,920 | 19,465 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,176,758 | 19,457 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,145,389 | 19,633 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,426,175 | 33,571 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $11,939,516 | 169,885 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,265,243 | 40,852 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,854,316 | 128,986 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,261,303 | 202,610 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $635,009 | 13,394 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $440,567 | 9,732 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $390,195 | 9,573 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||