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Capital Investment Advisors, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1582732 ATLANTA, GA

Position in BRO

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$788,018
-$56,842 QoQ
Shares Held
12,284
-5.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#400
of 800 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BRO Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Capital Investment Advisors, LLC holds $43,891,490 across 4 Insurance Brokers names. BRO ranks #2 (1.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 BRO
Brown & Brown, Inc.
This page
12,284 $788,018

All Filings in BRO

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $788,018 12,284
2026-03-31 $844,860 12,956
2025-12-31 $1,074,196 13,478
2025-09-30 $1,420,824 15,149
2025-06-30 $1,643,204 14,821
2025-03-31 $1,928,573 15,503