Advisors Asset Management, Inc.

Position in BRO — Brown & Brown, Inc.

CIK 1297376 Monument, CO

Position in BRO

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

Position Value

$175,321

+$40,793 QoQ

Shares Held

2,733

+32.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#603

of 800 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Advisors Asset Management, Inc. holds $5,749,892 across 4 Insurance Brokers names. BRO ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	30,644	$5,107,435
2	AJG	Arthur J. Gallagher & Co.	2,023	$464,420
3	BRO	Brown & Brown, Inc. This page	2,733	$175,321
4	GSHD	Goosehead Insurance, Inc.	56	$2,716

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$175,321	2,733	+32.5%	Shares	Sole	2026-08-14
2026-03-31	$134,528	2,063	+335.2%	Shares	Sole	2026-05-15
2024-06-30	$42,380	474	-8.3%	Shares	Sole	2024-08-14
2024-03-31	$45,258	517	-37.6%	Shares	Sole	2024-05-14
2023-12-31	$58,950	829	-32.3%	Shares	Sole	2024-02-14
2023-09-30	$85,554	1,225	-23.6%	Shares	Sole	2023-11-14
2023-06-30	$110,419	1,604	-7.9%	Shares	Sole	2023-08-14
2023-03-31	$99,968	1,741	-19.2%	Shares	Sole	2023-05-12
2022-12-31	$122,827	2,156	-8.6%	Shares	Sole	2023-02-13
2022-09-30	$142,672	2,359	+14.4%	Shares	Sole	2022-11-08
2022-06-30	$120,297	2,062	-73.4%	Shares	Sole	2022-08-08
2022-03-31	$560,237	7,752	-18.0%	Shares	Sole	2022-05-17
2021-12-31	$664,497	9,455	-24.3%	Shares	Sole	2022-02-15
2021-09-30	$692,182	12,483	-22.6%	Shares	Sole	2021-11-12
2021-06-30	$856,563	16,119	-1.2%	Shares	Sole	2021-07-30
2021-03-31	$745,941	16,319	-3.2%	Shares	Sole	2021-05-07
2020-12-31	$799,285	16,859	+17.5%	Shares	Sole	2021-02-12
2020-09-30	$649,760	14,353	+14.9%	Shares	Sole	2020-11-16
2020-06-30	$509,377	12,497	+36.6%	Shares	Sole	2020-08-12
2020-03-31	$331,413	9,150	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.