Curi Capital, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1332905 CHICAGO, IL

Position in BRO

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

Position Value

$664,722

+$351,980 QoQ

Shares Held

10,362

+164.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#419

of 800 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Curi Capital, LLC holds $17,374,258 across 3 Insurance Brokers names. BRO ranks #2 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	96,681	$16,113,822
2	BRO	Brown & Brown, Inc. This page	10,362	$664,722
3	AON	Aon plc	1,796	$595,714

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,722	10,362	+164.1%	Shares	Other	2026-08-14
2025-12-31	$312,742	3,924	+51.6%	Shares	Other	2026-02-17
2025-09-30	$242,821	2,589	-41.7%	Shares	Sole	2025-11-13
2025-06-30	$492,373	4,441	+117.1%	Shares	Sole	2025-08-14
2024-12-31	$208,732	2,046	-33.2%	Shares	Sole	2025-02-13
2024-09-30	$317,326	3,063	-17.6%	Shares	Sole	2024-11-06
2023-03-31	$213,315	3,715	0.0%	Shares	Sole	2023-05-11
2022-12-31	$211,643	3,715	-37.6%	Shares	Sole	2023-02-14
2022-09-30	$359,976	5,952	+1.7%	Shares	Sole	2022-11-14
2022-06-30	$341,580	5,855	-17.9%	Shares	Sole	2022-08-01
2022-03-31	$515,429	7,132	+60.1%	Shares	Sole	2022-05-06
2021-12-31	$313,097	4,455	0.0%	Shares	Sole	2022-01-26
2021-09-30	$247,029	4,455	0.0%	Shares	Sole	2021-10-20
2021-06-30	$236,738	4,455	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.