Crestwood Advisors Group, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1426853 BOSTON, MA

Position in BRO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$441,801

+$180,375 QoQ

Shares Held

6,887

+71.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#479

of 800 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $18,493,863 across 4 Insurance Brokers names. BRO ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	93,339	$15,556,811
2	AON	Aon plc	6,648	$2,205,075
3	BRO	Brown & Brown, Inc. This page	6,887	$441,801
4	AJG	Arthur J. Gallagher & Co.	1,264	$290,176

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$441,801	6,887	+71.8%	Shares	Sole	2026-08-03
2026-03-31	$261,426	4,009	+19.9%	Shares	Sole	2026-05-05
2025-12-31	$266,516	3,344	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.