UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1463217 IRVING, TX

Position in BRO

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

Position Value

$1,279,471

+$548,337 QoQ

Shares Held

19,945

+77.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#335

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $21,726,383 across 5 Insurance Brokers names. BRO ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	57,766	$13,261,340
2	AON	Aon plc	14,137	$4,689,101
3	MRSH	Marsh & Mclennan Companies, Inc.	13,506	$2,251,045
4	BRO	Brown & Brown, Inc. This page	19,945	$1,279,471
5	WTW	Willis Towers Watson PLC	939	$245,426

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,279,471	19,945	+77.9%	Shares	Defined	2026-08-17
2026-03-31	$731,134	11,212	-23.4%	Shares	Defined	2026-05-15
2025-12-31	$1,166,409	14,635	+49.5%	Shares	Defined	2026-02-17
2025-09-30	$917,922	9,787	+190.8%	Shares	Defined	2025-11-14
2025-06-30	$373,077	3,365	-3.8%	Shares	Defined	2025-08-11
2025-03-31	$435,151	3,498	+6.8%	Shares	Defined	2025-05-13
2024-12-31	$334,115	3,275	+5.6%	Shares	Defined	2025-02-13
2024-09-30	$321,160	3,100	+4.6%	Shares	Defined	2024-11-12
2024-06-30	$265,100	2,965	-11.8%	Shares	Defined	2024-08-14
2024-03-31	$294,134	3,360	+0.9%	Shares	Defined	2024-05-15
2023-12-31	$236,796	3,330	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.