Marquette Asset Management, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1395067 MINNEAPOLIS, MN

Position in BRO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,015

+$952 QoQ

Shares Held

+113.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#749

of 800 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marquette Asset Management, LLC holds $28,921 across 5 Insurance Brokers names. BRO ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	65	$10,833
2	AON	Aon plc	23	$7,628
3	AJG	Arthur J. Gallagher & Co.	21	$4,820
4	BRO	Brown & Brown, Inc. This page	47	$3,015
5	CRVL	Corvel Corp	42	$2,625

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,015	47	+113.6%	Shares	Sole	2026-07-09
2025-09-30	$2,063	22	—	Shares	Sole	2025-10-24
No filing history on record for this holder in this stock.