OPPENHEIMER ASSET MANAGEMENT INC.

Position in BRO — Brown & Brown, Inc.

CIK 1269119 NEW YORK, NY

Position in BRO

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$400,910

-$776,816 QoQ

Shares Held

6,148

-58.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Mar 31, 2026

OPPENHEIMER ASSET MANAGEMENT INC. holds $27,135,434 across 5 Insurance Brokers names. BRO ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	95,968	$16,645,646
2	AON	Aon plc	26,392	$8,518,809
3	GSHD	Goosehead Insurance, Inc.	27,473	$1,171,996
4	BRO	Brown & Brown, Inc. This page	6,148	$400,910
5	AJG	Arthur J. Gallagher & Co.	1,838	$398,073

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$400,910	6,148	-58.4%	Shares	Other	2026-04-24
2025-12-31	$1,177,726	14,777	-12.9%	Shares	Other	2026-02-02
2025-09-30	$1,590,582	16,959	-3.9%	Shares	Other	2025-11-06
2025-06-30	$1,957,519	17,656	-27.0%	Shares	Other	2025-07-31
2025-03-31	$3,009,359	24,191	-8.2%	Shares	Other	2025-04-23
2024-12-31	$2,688,327	26,351	-3.8%	Shares	Other	2025-02-05
2024-09-30	$2,839,052	27,404	-9.0%	Shares	Other	2024-11-05
2024-06-30	$2,693,743	30,128	-1.2%	Shares	Other	2024-08-08
2024-03-31	$2,668,393	30,482	+15.1%	Shares	Other	2024-05-07
2023-12-31	$1,882,564	26,474	+118.6%	Shares	Other	2024-02-13
2023-09-30	$845,830	12,111	-2.4%	Shares	Other	2023-11-08
2023-06-30	$854,097	12,407	-1.8%	Shares	Other	2023-08-03
2023-03-31	$725,673	12,638	-2.1%	Shares	Other	2023-05-10
2022-12-31	$735,196	12,905	-3.5%	Shares	Other	2023-02-07
2022-09-30	$808,495	13,368	-0.5%	Shares	Other	2022-11-14
2022-06-30	$784,030	13,439	-2.0%	Shares	Other	2022-08-08
2022-03-31	$991,109	13,714	-10.2%	Shares	Other	2022-05-12
2021-12-31	$1,073,807	15,279	-1.1%	Shares	Other	2022-02-02
2021-09-30	$856,312	15,443	+8.2%	Shares	Other	2021-11-12
2021-06-30	$758,678	14,277	+3.2%	Shares	Other	2021-08-03
2021-03-31	$632,443	13,836	-17.3%	Shares	Other	2021-05-17
2020-12-31	$793,215	16,731	+253.9%	Shares	Other	2021-02-11
2020-09-30	$214,035	4,728	-47.2%	Shares	Other	2020-11-13
2020-06-30	$364,883	8,952	+18.4%	Shares	Other	2020-08-11
2020-03-31	$273,786	7,559	—	Shares	Other	2020-05-08
No filing history on record for this holder in this stock.