MAI Capital Management

Position in BRO — Brown & Brown, Inc.

CIK 1040197 INDEPENDENCE, OH

Position in BRO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$227,988

+$64,768 QoQ

Shares Held

3,554

+42.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#581

of 806 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MAI Capital Management holds $24,328,569 across 8 Insurance Brokers names. BRO ranks #7 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ERIE	Erie Indemnity Co	29,430	$7,055,842
2	BWIN	Baldwin Insurance Group, Inc.	221,435	$5,885,742
3	AON	Aon plc	16,848	$5,588,312
4	MRSH	Marsh & Mclennan Companies, Inc.	18,518	$3,086,395
5	AJG	Arthur J. Gallagher & Co.	9,379	$2,153,137
6	WTW	Willis Towers Watson PLC	1,233	$322,269
7	BRO	Brown & Brown, Inc. This page	3,554	$227,988
8	SLQT	SelectQuote, Inc.	10,565	$8,884

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,988	3,554	+42.0%	Shares	Sole	2026-08-14
2026-03-31	$163,220	2,503	+12.6%	Shares	Sole	2026-05-15
2025-12-31	$177,093	2,222	-12.3%	Shares	Sole	2026-02-13
2025-09-30	$237,570	2,533	+28.7%	Shares	Sole	2025-11-10
2025-06-30	$218,192	1,968	+8.9%	Shares	Sole	2025-08-12
2025-03-31	$224,790	1,807	+39.1%	Shares	Sole	2025-05-15
2024-12-31	$132,523	1,299	-51.8%	Shares	Sole	2025-02-14
2024-06-30	$240,959	2,695	+3.4%	Shares	Sole	2024-08-12
2024-03-31	$228,129	2,606	-31.6%	Shares	Sole	2024-05-08
2022-06-30	$222,158	3,808	-0.1%	Shares	Sole	2022-07-19
2022-03-31	$275,493	3,812	+1.4%	Shares	Sole	2022-05-10
2021-12-31	$264,182	3,759	0.0%	Shares	Sole	2022-02-11
2021-09-30	$208,436	3,759	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.