Keel Point, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1386935 HUNTSVILLE, AL

Position in BRO

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

Position Value

$249,158

+$41,695 QoQ

Shares Held

3,884

+75.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#568

of 800 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Financial Services · as of Jun 30, 2026

Keel Point, LLC holds $997,228 across 4 Insurance Brokers names. BRO ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,467	$336,779
2	BRO	Brown & Brown, Inc. This page	3,884	$249,158
3	AON	Aon plc	636	$210,954
4	MRSH	Marsh & Mclennan Companies, Inc.	1,202	$200,337

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,158	3,884	+75.6%	Shares	Sole	2026-08-14
2025-09-30	$207,463	2,212	—	Shares	Sole	2025-12-16
No filing history on record for this holder in this stock.