Horizon Investments, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1560717 Charlotte, NC

Position in BRO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$675,307

+$12,578 QoQ

Shares Held

10,527

+3.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#417

of 800 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

Horizon Investments, LLC holds $16,472,873 across 7 Insurance Brokers names. BRO ranks #7 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	51,161	$8,527,003
2	AON	Aon plc	10,460	$3,469,477
3	AJG	Arthur J. Gallagher & Co.	4,761	$1,092,982
4	CRVL	Corvel Corp	15,648	$978,312
5	ERIE	Erie Indemnity Co	3,673	$880,601
6	WTW	Willis Towers Watson PLC	3,249	$849,191
7	BRO	Brown & Brown, Inc. This page	10,527	$675,307

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$675,307	10,527	+3.6%	Shares	Sole	2026-08-13
2026-03-31	$662,729	10,163	+1.4%	Shares	Sole	2026-05-15
2025-12-31	$798,434	10,018	+13.7%	Shares	Sole	2026-02-02
2025-09-30	$826,571	8,813	+13.9%	Shares	Sole	2025-11-14
2025-06-30	$858,133	7,740	+127.2%	Shares	Sole	2025-08-14
2025-03-31	$423,706	3,406	+5.2%	Shares	Sole	2025-05-13
2024-12-31	$330,442	3,239	+0.8%	Shares	Sole	2025-02-10
2024-09-30	$332,763	3,212	-4.9%	Shares	Sole	2024-11-13
2024-06-30	$301,848	3,376	+1.4%	Shares	Sole	2024-08-09
2024-03-31	$291,595	3,331	-0.2%	Shares	Sole	2024-05-15
2023-12-31	$237,436	3,339	-7.3%	Shares	Sole	2024-02-14
2023-09-30	$251,563	3,602	-1.6%	Shares	Sole	2023-11-14
2023-06-30	$251,954	3,660	+19.2%	Shares	Sole	2023-08-14
2023-03-31	$176,279	3,070	-63.3%	Shares	Sole	2023-05-15
2022-03-31	$605,261	8,375	+29.4%	Shares	Sole	2022-05-16
2021-12-31	$454,922	6,473	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.