PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in BRO — Brown & Brown, Inc.

CIK 12600 DES MOINES, IA

Position in BRO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$615,647

-$4,434 QoQ

Shares Held

9,597

+0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#434

of 800 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $7,617,460 across 4 Insurance Brokers names. BRO ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	18,196	$4,177,255
2	MRSH	Marsh & Mclennan Companies, Inc.	8,708	$1,451,362
3	AON	Aon plc	4,140	$1,373,196
4	BRO	Brown & Brown, Inc. This page	9,597	$615,647

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$615,647	9,597	+0.9%	Shares	Sole	2026-08-04
2026-03-31	$620,081	9,509	-10.5%	Shares	Sole	2026-05-13
2025-12-31	$847,211	10,630	-4.5%	Shares	Sole	2026-02-12
2025-09-30	$1,044,070	11,132	+21.4%	Shares	Sole	2025-11-12
2025-06-30	$1,016,899	9,172	-0.5%	Shares	Sole	2025-08-11
2025-03-31	$1,146,719	9,218	0.0%	Shares	Sole	2025-04-30
2024-12-31	$940,420	9,218	+0.6%	Shares	Sole	2025-01-30
2024-09-30	$949,286	9,163	+5.1%	Shares	Sole	2024-10-28
2024-06-30	$779,208	8,715	-4.4%	Shares	Sole	2024-07-31
2024-03-31	$798,277	9,119	+4.2%	Shares	Sole	2024-05-10
2023-12-31	$622,568	8,755	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.