Crossmark Global Holdings, Inc.

Position in BRO — Brown & Brown, Inc.

CIK 1539204 HOUSTON, TX

Position in BRO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$775,894

+$9,873 QoQ

Shares Held

12,095

+3.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#404

of 800 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crossmark Global Holdings, Inc. holds $9,521,591 across 5 Insurance Brokers names. BRO ranks #5 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	20,583	$3,430,568
2	AJG	Arthur J. Gallagher & Co.	10,082	$2,314,524
3	AON	Aon plc	6,632	$2,199,768
4	WTW	Willis Towers Watson PLC	3,064	$800,837
5	BRO	Brown & Brown, Inc. This page	12,095	$775,894

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$775,894	12,095	+3.0%	Shares	Sole	2026-07-16
2026-03-31	$766,021	11,747	-1.3%	Shares	Sole	2026-05-11
2025-12-31	$948,987	11,907	-37.4%	Shares	Sole	2026-02-03
2025-09-30	$1,783,323	19,014	-10.4%	Shares	Sole	2025-11-12
2025-06-30	$2,353,437	21,227	-5.8%	Shares	Sole	2025-08-08
2025-03-31	$2,802,732	22,530	-1.6%	Shares	Sole	2025-04-30
2024-12-31	$2,336,461	22,902	-0.1%	Shares	Sole	2025-01-16
2024-09-30	$2,375,443	22,929	+0.5%	Shares	Sole	2024-11-04
2024-06-30	$2,039,977	22,816	+3.1%	Shares	Sole	2024-07-29
2024-03-31	$1,937,347	22,131	+0.7%	Shares	Sole	2024-05-13
2023-12-31	$1,563,495	21,987	-1.7%	Shares	Sole	2024-02-13
2023-09-30	$1,562,739	22,376	+2.2%	Shares	Sole	2023-11-08
2023-06-30	$1,506,631	21,886	-4.1%	Shares	Sole	2023-07-31
2023-03-31	$1,310,553	22,824	+3.6%	Shares	Sole	2023-05-12
2022-12-31	$1,255,219	22,033	+10.6%	Shares	Sole	2023-01-19
2022-09-30	$1,204,701	19,919	-13.1%	Shares	Sole	2022-11-01
2022-06-30	$1,337,385	22,924	-9.2%	Shares	Sole	2022-07-29
2022-03-31	$1,824,383	25,244	+3.3%	Shares	Sole	2022-05-11
2021-12-31	$1,717,924	24,444	+12.6%	Shares	Sole	2022-01-10
2021-09-30	$1,204,041	21,714	-18.2%	Shares	Sole	2021-10-21
2021-06-30	$1,410,548	26,544	-1.3%	Shares	Sole	2021-07-21
2021-03-31	$1,229,781	26,904	-0.4%	Shares	Sole	2021-04-15
2020-12-31	$1,280,733	27,014	+2.9%	Shares	Sole	2021-01-14
2020-09-30	$1,188,065	26,244	-0.7%	Shares	Sole	2020-10-08
2020-06-30	$1,077,042	26,424	+0.9%	Shares	Sole	2020-08-14
2020-03-31	$948,601	26,190	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.