J.Safra Asset Management Corp

Position in BRO — Brown & Brown, Inc.

CIK 1535293 NEW YORK, NY

Position in BRO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$12,188

+$5,667 QoQ

Shares Held

190

+90.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#691

of 800 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

J.Safra Asset Management Corp holds $403,072 across 6 Insurance Brokers names. BRO ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	1,073	$355,903
2	ERIE	Erie Indemnity Co	58	$13,905
3	BRO	Brown & Brown, Inc. This page	190	$12,188
4	MRSH	Marsh & Mclennan Companies, Inc.	72	$12,000
5	BWIN	Baldwin Insurance Group, Inc.	253	$6,724
6	WTW	Willis Towers Watson PLC	9	$2,352

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,188	190	+90.0%	Shares	Sole	2026-08-06
2026-03-31	$6,521	100	-41.2%	Shares	Sole	2026-05-04
2025-12-31	$13,549	170	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.