Capital Advisors, Ltd. LLC

Position in BRO — Brown & Brown, Inc.

CIK 1597878 SHAKER HEIGHTS, OH

Position in BRO

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

Position Value

$29,893

+$10,722 QoQ

Shares Held

466

+58.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#659

of 800 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Capital Advisors, Ltd. LLC holds $155,008 across 9 Insurance Brokers names. BRO ranks #3 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	148	$49,090
2	WTW	Willis Towers Watson PLC	118	$30,841
3	BRO	Brown & Brown, Inc. This page	466	$29,893
4	MRSH	Marsh & Mclennan Companies, Inc.	162	$27,000
5	ERIE	Erie Indemnity Co	51	$12,227
6	AJG	Arthur J. Gallagher & Co.	15	$3,443
7	GSHD	Goosehead Insurance, Inc.	49	$2,376
8	CRD-A	Crawford & Co	12	$135

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,893	466	+58.5%	Shares	Sole	2026-07-16
2026-03-31	$19,171	294	+49.2%	Shares	Sole	2026-04-16
2025-12-31	$15,700	197	-7.5%	Shares	Sole	2026-01-21
2025-09-30	$19,977	213	+7.6%	Shares	Sole	2025-10-16
2025-06-30	$21,952	198	-9.2%	Shares	Sole	2025-07-24
2025-03-31	$27,119	218	+10.1%	Shares	Sole	2025-04-15
2024-12-31	$20,199	198	-0.5%	Shares	Sole	2025-02-04
2024-09-30	$20,616	199	+0.5%	Shares	Sole	2024-10-24
2024-06-30	$17,703	198	-3.4%	Shares	Sole	2024-07-25
2024-03-31	$17,945	205	+5.1%	Shares	Sole	2024-04-18
2023-12-31	$13,866	195	0.0%	Shares	Sole	2024-02-02
2023-09-30	$13,618	195	0.0%	Shares	Sole	2023-10-27
2023-06-30	$13,423	195	+195.5%	Shares	Sole	2023-07-26
2023-03-31	$3,789	66	-45.5%	Shares	Sole	2023-05-03
2022-12-31	$6,893	121	+16.3%	Shares	Sole	2023-02-07
2022-09-30	$6,289	104	+352.2%	Shares	Sole	2022-11-09
2022-06-30	$1,341	23	—	Shares	Sole	2022-08-05
No filing history on record for this holder in this stock.