Asset Dedication, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1475896 SAN FRANCISCO, CA

Position in BRO

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

Position Value

$3,592

-$32,925 QoQ

Shares Held

-90.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#742

of 800 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Asset Dedication, LLC holds $123,330 across 6 Insurance Brokers names. BRO ranks #6 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	278	$92,209
2	GSHD	Goosehead Insurance, Inc.	249	$12,076
3	MRSH	Marsh & Mclennan Companies, Inc.	35	$5,833
4	WTW	Willis Towers Watson PLC	21	$5,488
5	AJG	Arthur J. Gallagher & Co.	18	$4,132
6	BRO	Brown & Brown, Inc. This page	56	$3,592

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,592	56	-90.0%	Shares	Sole	2026-07-30
2026-03-31	$36,517	560	0.0%	Shares	Sole	2026-05-29
2025-12-31	$44,632	560	0.0%	Shares	Sole	2026-01-26
2025-09-30	$52,522	560	+6.7%	Shares	Sole	2025-11-20
2025-06-30	$58,206	525	+3.8%	Shares	Sole	2025-08-19
2025-03-31	$62,946	506	0.0%	Shares	Sole	2025-05-01
2024-12-31	$51,622	506	0.0%	Shares	Sole	2025-01-23
2024-09-30	$52,421	506	0.0%	Shares	Sole	2024-10-15
2024-06-30	$45,241	506	0.0%	Shares	Sole	2024-08-06
2024-03-31	$44,295	506	0.0%	Shares	Sole	2024-04-16
2023-12-31	$35,981	506	0.0%	Shares	Sole	2024-02-08
2023-09-30	$35,339	506	0.0%	Shares	Sole	2023-11-13
2023-06-30	$34,833	506	0.0%	Shares	Sole	2023-08-22
2023-03-31	$29,054	506	0.0%	Shares	Sole	2023-04-24
2022-12-31	$28,826	506	+716.1%	Shares	Sole	2023-01-19
2022-03-31	$4,480	62	0.0%	Shares	Sole	2022-04-21
2021-12-31	$4,357	62	0.0%	Shares	Sole	2022-01-21
2021-09-30	$3,437	62	—	Shares	Sole	2021-10-18
No filing history on record for this holder in this stock.