Transamerica Financial Advisors, LLC
Position in BRO — Brown & Brown, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in BRO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,720
-$4,496 QoQ
Shares Held
58
-54.0% 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
4 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 Jun 30, 2026Transamerica Financial Advisors, LLC holds $556,753 across 11 Insurance Brokers names. BRO ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,251 | $287,192 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
713 | $118,835 | |
| 3 | WTW |
Willis Towers Watson PLC
|
422 | $110,298 | |
| 4 | AON |
Aon plc
|
97 | $32,173 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
58 | $3,720 | |
| 6 | ERIE |
Erie Indemnity Co
|
12 | $2,877 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
21 | $792 | |
| 8 | TREE |
LendingTree, Inc.
|
9 | $398 |
All Filings in BRO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,720 | 58 | Shares | Sole | 2026-08-17 | |
| 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. | ||||||