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Equibles

HighTower Advisors, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1462245 CHICAGO, IL
Back to BRO Full portfolio

Position in BRO

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$1,573,214
-$395,671 QoQ
Shares Held
24,524
-18.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#306
of 807 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BRO Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

HighTower Advisors, LLC holds $67,240,647 across 7 Insurance Brokers names. BRO ranks #4 (2.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 249,599 $41,600,665
2 AON
Aon plc
 31,635 $10,493,013
3 AJG
Arthur J. Gallagher & Co.
 44,081 $10,119,675
4 BRO
Brown & Brown, Inc.
This page 		24,524 $1,573,214
5 WTW
Willis Towers Watson PLC
 5,646 $1,475,695
6 BWIN
Baldwin Insurance Group, Inc.
 51,102 $1,358,291
7 RYAN
Ryan Specialty Holdings, Inc.
 16,422 $620,094

All Filings in BRO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,573,214 24,524
2026-03-31 $1,968,885 30,193
2025-12-31 $2,394,905 30,049
2025-09-30 $2,847,839 30,364
2025-06-30 $4,332,023 39,073
2025-03-31 $4,997,272 40,171
2024-12-31 $8,804,223 86,299
2024-09-30 $8,551,662 82,545
2024-06-30 $6,581,023 73,605
2024-03-31 $4,785,986 54,672
2023-12-31 $3,144,626 44,222
2023-09-30 $2,930,416 41,959
2023-06-30 $2,853,555 41,452
2023-03-31 $2,516,029 43,818
2022-12-31 $2,542,172 44,623
2022-09-30 $2,649,024 43,800
2022-06-30 $2,500,335 42,858
2022-03-31 $2,999,638 41,506
2021-12-31 $2,532,891 36,040
2021-09-30 $1,989,157 35,873
2021-06-30 $1,895,875 35,677
2021-03-31 $1,619,551 35,431
2020-12-31 $961,048 20,271
2020-09-30 $851,076 18,800
2020-06-30 $702,498 17,235
2020-03-31 $638,341 17,624