Orion Porfolio Solutions, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1360533 OMAHA, NE

Position in BRO

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

Position Value

$1,284,026

+$1,074,442 QoQ

Shares Held

20,016

+522.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#334

of 800 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Financial Services · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $23,118,743 across 7 Insurance Brokers names. BRO ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	30,460	$10,103,277
2	MRSH	Marsh & Mclennan Companies, Inc.	25,942	$4,323,753
3	AJG	Arthur J. Gallagher & Co.	15,134	$3,474,312
4	WTW	Willis Towers Watson PLC	8,770	$2,292,214
5	BRO	Brown & Brown, Inc. This page	20,016	$1,284,026
6	BWIN	Baldwin Insurance Group, Inc.	38,563	$1,025,004
7	ERIE	Erie Indemnity Co	2,570	$616,157

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,284,026	20,016	+522.8%	Shares	Sole	2026-08-14
2026-03-31	$209,584	3,214	-8.9%	Shares	Sole	2026-05-13
2025-12-31	$281,261	3,529	+18.3%	Shares	Sole	2026-02-12
2025-09-30	$279,869	2,984	-76.2%	Shares	Sole	2025-11-12
2025-06-30	$1,387,870	12,518	+23.8%	Shares	Sole	2025-08-27
2025-03-31	$1,257,559	10,109	+209.3%	Shares	Sole	2025-08-01
2024-12-31	$333,401	3,268	-7.9%	Shares	Sole	2025-08-01
2024-09-30	$367,572	3,548	-1.1%	Shares	Sole	2025-07-31
2024-06-30	$320,892	3,589	-3.1%	Shares	Sole	2025-07-31
2024-03-31	$324,335	3,705	+16.7%	Shares	Sole	2025-07-31
2023-12-31	$225,845	3,176	—	Shares	Sole	2025-07-31
No filing history on record for this holder in this stock.