Transamerica Financial Advisors, LLC
Position in BRO — Brown & Brown, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,216
+$2,000 QoQ
Shares Held
126
+61.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Transamerica Financial Advisors, LLC holds $612,380 across 7 Insurance Brokers names. BRO ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,393 | $301,695 | |
| 2 | WTW |
Willis Towers Watson PLC
|
499 | $145,059 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
713 | $123,669 | |
| 4 | AON |
Aon plc
|
104 | $33,569 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
126 | $8,216 | |
| 6 | SLQT |
SelectQuote, Inc.
|
163 | $102 | |
| 7 | EHTH |
eHealth, Inc.
|
55 | $70 |
All Filings in BRO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,216 | 126 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,216 | 78 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,472 | 101 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||