MAI Capital Management

Position in BRO — Brown & Brown, Inc.

CIK 1040197 INDEPENDENCE, OH

Position in BRO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$163,220

-$13,873 QoQ

Shares Held

2,503

+12.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

MAI Capital Management holds $21,337,228 across 14 Insurance Brokers names. BRO ranks #7 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ERIE	Erie Indemnity Co	29,279	$7,358,105
2	BWIN	Baldwin Insurance Group, Inc.	221,457	$4,858,766
3	AON	Aon plc	11,210	$3,618,363
4	MRSH	Marsh & Mclennan Companies, Inc.	15,377	$2,667,140
5	AJG	Arthur J. Gallagher & Co.	10,028	$2,171,864
6	WTW	Willis Towers Watson PLC	1,633	$474,713
7	BRO	Brown & Brown, Inc. This page	2,503	$163,220
8	CRVL	Corvel Corp	270	$14,755

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.