Atria Investments, Inc

Position in BRO — Brown & Brown, Inc.

CIK 1535865 Charlotte, NC

Position in BRO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,749,691

+$14,453 QoQ

Shares Held

27,275

+2.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#55

of 235 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atria Investments, Inc holds $21,127,381 across 8 Insurance Brokers names. BRO ranks #4 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	55,681	$9,280,352
2	AJG	Arthur J. Gallagher & Co.	20,780	$4,770,464
3	AON	Aon plc	8,294	$2,751,036
4	BRO	Brown & Brown, Inc. This page	27,275	$1,749,691
5	WTW	Willis Towers Watson PLC	3,737	$976,739
6	CRVL	Corvel Corp	14,380	$899,037
7	GSHD	Goosehead Insurance, Inc.	8,935	$433,347
8	CRD-A	Crawford & Co	23,666	$266,715

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,749,691	27,275	+2.5%	Shares	Sole	2026-07-28
2026-03-31	$1,735,238	26,610	+31.7%	Shares	Sole	2026-05-05
2025-12-31	$1,610,418	20,206	-26.8%	Shares	Sole	2026-02-05
2025-09-30	$2,588,228	27,596	-26.8%	Shares	Sole	2025-11-06
2025-06-30	$4,177,470	37,679	+0.1%	Shares	Sole	2025-08-04
2025-03-31	$4,684,406	37,656	+14.7%	Shares	Sole	2025-05-06
2024-12-31	$3,348,194	32,819	-6.3%	Shares	Sole	2025-02-06
2024-09-30	$3,630,144	35,040	+14.3%	Shares	Sole	2024-11-01
2024-06-30	$2,739,790	30,643	+29.3%	Shares	Sole	2024-08-13
2024-03-31	$2,074,785	23,701	+19.0%	Shares	Sole	2024-05-21
2023-12-31	$1,416,582	19,921	-15.5%	Shares	Sole	2024-02-14
2023-09-30	$1,646,757	23,579	+2.6%	Shares	Sole	2023-11-07
2023-06-30	$1,582,218	22,984	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.