Equitable Holdings, Inc.

Position in BRO — Brown & Brown, Inc.

CIK 1333986 NEW YORK, NY

Position in BRO

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$424,288

-$1,728 QoQ

Shares Held

6,614

+1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#485

of 800 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

Equitable Holdings, Inc. holds $7,139,339 across 4 Insurance Brokers names. BRO ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	14,723	$2,453,882
2	AON	Aon plc	7,395	$2,452,847
3	AJG	Arthur J. Gallagher & Co.	7,877	$1,808,322
4	BRO	Brown & Brown, Inc. This page	6,614	$424,288

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,288	6,614	+1.2%	Shares	Defined	2026-08-17
2026-03-31	$426,016	6,533	+56.2%	Shares	Defined	2026-05-15
2025-12-31	$333,385	4,183	+17.1%	Shares	Defined	2026-02-17
2025-09-30	$335,111	3,573	+39.3%	Shares	Defined	2025-11-14
2025-06-30	$284,381	2,565	—	Shares	Defined	2025-08-15
No filing history on record for this holder in this stock.