Waverly Advisors, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in BRO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$373,095

-$24,359 QoQ

Shares Held

5,816

-4.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#508

of 800 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $5,512,497 across 5 Insurance Brokers names. BRO ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	13,657	$2,276,212
2	AON	Aon plc	4,162	$1,380,493
3	AJG	Arthur J. Gallagher & Co.	5,114	$1,174,020
4	BRO	Brown & Brown, Inc. This page	5,816	$373,095
5	WTW	Willis Towers Watson PLC	1,181	$308,677

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$373,095	5,816	-4.6%	Shares	Sole	2026-08-14
2026-03-31	$397,454	6,095	+11.5%	Shares	Sole	2026-05-15
2025-12-31	$435,480	5,464	-20.0%	Shares	Sole	2026-02-17
2025-09-30	$640,772	6,832	+55.6%	Shares	Sole	2025-11-14
2025-06-30	$486,941	4,392	+0.9%	Shares	Sole	2025-08-14
2025-03-31	$541,264	4,351	+84.2%	Shares	Sole	2025-05-15
2024-12-31	$240,971	2,362	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.