Ballentine Partners, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1374889 Waltham, MA

Position in BRO

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

Position Value

$264,169

+$22,306 QoQ

Shares Held

4,118

+11.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#556

of 800 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballentine Partners, LLC holds $3,077,473 across 5 Insurance Brokers names. BRO ranks #5 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	6,955	$1,159,188
2	AJG	Arthur J. Gallagher & Co.	2,788	$640,040
3	AON	Aon plc	1,869	$619,927
4	ERIE	Erie Indemnity Co	1,644	$394,149
5	BRO	Brown & Brown, Inc. This page	4,118	$264,169

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,169	4,118	+11.0%	Shares	Sole	2026-07-17
2026-03-31	$241,863	3,709	+1.8%	Shares	Other	2026-05-14
2025-12-31	$290,426	3,644	-0.2%	Shares	Other	2026-02-03
2025-09-30	$342,613	3,653	-0.5%	Shares	Other	2025-11-03
2025-06-30	$407,114	3,672	+0.7%	Shares	Other	2025-07-15
2025-03-31	$453,811	3,648	+4.6%	Shares	Other	2025-05-01
2024-12-31	$355,947	3,489	+0.8%	Shares	Other	2025-01-16
2024-09-30	$358,456	3,460	+0.3%	Shares	Other	2024-10-23
2024-06-30	$308,375	3,449	+2.6%	Shares	Other	2024-08-06
2024-03-31	$294,397	3,363	+2.0%	Shares	Other	2024-04-11
2023-12-31	$234,377	3,296	—	Shares	Other	2024-01-23
No filing history on record for this holder in this stock.