COLDSTREAM CAPITAL MANAGEMENT INC

Position in BRO — Brown & Brown, Inc.

CIK 1082339 BELLEVUE, WA

Position in BRO

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

Position Value

$2,620,014

+$96,257 QoQ

Shares Held

40,842

+5.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#256

of 800 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Financial Services · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $9,735,428 across 5 Insurance Brokers names. BRO ranks #2 (26.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	14,006	$3,215,357
2	BRO	Brown & Brown, Inc. This page	40,842	$2,620,014
3	MRSH	Marsh & Mclennan Companies, Inc.	10,931	$1,821,869
4	AON	Aon plc	5,022	$1,665,747
5	WTW	Willis Towers Watson PLC	1,578	$412,441

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,620,014	40,842	+5.5%	Shares	Sole	2026-08-14
2026-03-31	$2,523,757	38,702	+32.3%	Shares	Sole	2026-05-08
2025-12-31	$2,331,304	29,251	+0.1%	Shares	Sole	2026-02-09
2025-09-30	$2,741,669	29,232	+4.2%	Shares	Sole	2025-11-19
2025-06-30	$3,111,788	28,067	-0.5%	Shares	Sole	2025-08-12
2025-03-31	$3,508,702	28,205	-8.4%	Shares	Sole	2025-05-13
2024-12-31	$3,142,726	30,805	+2.9%	Shares	Sole	2025-02-14
2024-09-30	$3,102,405	29,946	+3.8%	Shares	Sole	2024-11-18
2024-06-30	$2,579,120	28,846	+2.4%	Shares	Sole	2024-08-07
2024-03-31	$2,466,702	28,178	-10.4%	Shares	Sole	2024-05-14
2023-12-31	$2,237,405	31,464	-0.8%	Shares	Sole	2024-02-09
2023-09-30	$2,214,905	31,714	-0.3%	Shares	Sole	2023-11-02
2023-06-30	$2,189,249	31,802	-0.3%	Shares	Sole	2023-08-03
2023-03-31	$1,832,444	31,913	+2.5%	Shares	Sole	2023-05-15
2022-12-31	$1,773,077	31,123	+2.7%	Shares	Sole	2023-01-10
2022-06-30	$1,767,410	30,295	+5.6%	Shares	Sole	2022-08-08
2022-03-31	$2,073,064	28,685	-37.2%	Shares	Sole	2022-05-11
2021-12-31	$3,211,444	45,695	+110.1%	Shares	Sole	2022-02-11
2021-09-30	$1,206,203	21,753	-61.7%	Shares	Sole	2021-11-12
2021-06-30	$3,015,801	56,752	+109.3%	Shares	Sole	2021-08-16
2021-03-31	$1,239,335	27,113	+12.7%	Shares	Sole	2021-06-16
2020-12-31	$1,140,874	24,064	+14.8%	Shares	Sole	2021-02-16
2020-09-30	$949,085	20,965	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.