JFS WEALTH ADVISORS, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1568068 HERMITAGE, PA

Position in BRO

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$10,135

+$1,528 QoQ

Shares Held

158

+19.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#702

of 800 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $524,975 across 7 Insurance Brokers names. BRO ranks #6 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	974	$323,066
2	ERIE	Erie Indemnity Co	544	$130,424
3	MRSH	Marsh & Mclennan Companies, Inc.	163	$27,167
4	WTW	Willis Towers Watson PLC	65	$16,989
5	AJG	Arthur J. Gallagher & Co.	70	$16,069
6	BRO	Brown & Brown, Inc. This page	158	$10,135
7	CRVL	Corvel Corp	18	$1,125

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,135	158	+19.7%	Shares	Sole	2026-07-10
2026-03-31	$8,607	132	-33.7%	Shares	Sole	2026-04-21
2025-12-31	$15,860	199	+29.2%	Shares	Sole	2026-01-14
2025-09-30	$14,443	154	0.0%	Shares	Sole	2025-11-10
2025-06-30	$17,073	154	0.0%	Shares	Sole	2025-07-24
2025-03-31	$19,157	154	0.0%	Shares	Sole	2025-04-22
2024-12-31	$15,711	154	0.0%	Shares	Sole	2025-01-31
2024-09-30	$15,954	154	+2.7%	Shares	Sole	2024-10-25
2024-06-30	$13,411	150	0.0%	Shares	Sole	2024-07-15
2024-03-31	$13,131	150	0.0%	Shares	Sole	2024-04-30
2023-12-31	$10,666	150	-1.3%	Shares	Sole	2024-02-07
2023-09-30	$10,615	152	+4.8%	Shares	Sole	2023-11-02
2023-06-30	$9,981	145	+0.7%	Shares	Sole	2023-08-07
2023-03-31	$8,268	144	+4.3%	Shares	Sole	2023-04-19
2022-12-31	$7,861	138	-24.2%	Shares	Sole	2023-02-13
2022-09-30	$11,007	182	-21.2%	Shares	Sole	2022-10-21
2022-06-30	$13,476	231	+59.3%	Shares	Sole	2022-08-02
2022-03-31	$10,479	145	+137.7%	Shares	Sole	2022-05-02
2021-12-31	$4,287	61	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.