MOTCO

Position in BRO — Brown & Brown, Inc.

CIK 1306333 SAN ANTONIO, TX

Position in BRO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$449

-$32,035 QoQ

Shares Held

-97.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#784

of 800 holders

Holding Since

Jun 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MOTCO holds $14,607,941 across 5 Insurance Brokers names. BRO ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	31,056	$10,300,963
2	MRSH	Marsh & Mclennan Companies, Inc.	25,673	$4,278,918
3	AJG	Arthur J. Gallagher & Co.	118	$27,089
4	WTW	Willis Towers Watson PLC	2	$522
5	BRO	Brown & Brown, Inc. This page	7	$449

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$449	7	-97.6%	Shares	Sole	2026-07-31
2025-06-30	$32,484	293	—	Shares	Sole	2025-08-01
No filing history on record for this holder in this stock.