BOK Financial Private Wealth, Inc.

Position in BRO — Brown & Brown, Inc.

CIK 1317348 DENVER, CO

Position in BRO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$316,002

-$19,699 QoQ

Shares Held

4,926

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#525

of 800 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $324,786 across 6 Insurance Brokers names. BRO ranks #1 (97.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc. This page	4,926	$316,002
2	MRSH	Marsh & Mclennan Companies, Inc.	19	$3,166
3	AON	Aon plc	8	$2,653
4	WTW	Willis Towers Watson PLC	6	$1,568
5	AJG	Arthur J. Gallagher & Co.	4	$918
6	ERIE	Erie Indemnity Co	2	$479

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,002	4,926	-4.3%	Shares	Sole	2026-08-10
2026-03-31	$335,701	5,148	-4.4%	Shares	Sole	2026-05-12
2025-12-31	$429,025	5,383	-12.7%	Shares	Sole	2026-02-06
2025-09-30	$578,590	6,169	-48.9%	Shares	Sole	2025-11-07
2025-06-30	$1,338,200	12,070	-19.8%	Shares	Sole	2025-08-07
2025-03-31	$1,871,598	15,045	-19.6%	Shares	Sole	2025-05-14
2024-12-31	$1,909,814	18,720	-9.8%	Shares	Sole	2025-02-07
2024-09-30	$2,150,943	20,762	-13.7%	Shares	Sole	2024-11-13
2024-06-30	$2,150,668	24,054	-0.9%	Shares	Sole	2024-08-14
2024-03-31	$2,123,807	24,261	-7.5%	Shares	Sole	2024-05-01
2023-12-31	$1,864,290	26,217	-8.2%	Shares	Sole	2024-01-30
2023-09-30	$1,994,979	28,565	-14.3%	Shares	Sole	2023-10-13
2023-06-30	$2,294,437	33,330	-16.4%	Shares	Sole	2023-08-08
2023-03-31	$2,290,081	39,883	+0.2%	Shares	Sole	2023-04-24
2022-12-31	$2,268,032	39,811	+1.4%	Shares	Sole	2023-02-02
2022-09-30	$2,374,928	39,268	+0.4%	Shares	Sole	2022-11-07
2022-06-30	$2,281,735	39,111	+3.7%	Shares	Sole	2022-08-15
2022-03-31	$2,724,651	37,701	+18.7%	Shares	Sole	2022-05-09
2021-12-31	$2,232,795	31,770	-1.1%	Shares	Sole	2022-02-15
2021-09-30	$1,781,275	32,124	-1.2%	Shares	Sole	2021-11-15
2021-06-30	$1,728,272	32,523	+1.6%	Shares	Sole	2021-08-03
2021-03-31	$1,463,634	32,020	-2.0%	Shares	Sole	2021-05-12
2020-12-31	$1,548,552	32,663	-4.2%	Shares	Sole	2021-02-01
2020-09-30	$1,543,933	34,105	-2.7%	Shares	Sole	2020-11-06
2020-06-30	$1,428,311	35,042	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.