Sequoia Financial Advisors, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1599900 Akron, OH

Position in BRO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$811,882

+$64,576 QoQ

Shares Held

12,656

+10.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#397

of 800 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $44,246,692 across 5 Insurance Brokers names. BRO ranks #4 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	149,799	$34,389,356
2	AON	Aon plc	17,646	$5,853,001
3	MRSH	Marsh & Mclennan Companies, Inc.	15,030	$2,505,050
4	BRO	Brown & Brown, Inc. This page	12,656	$811,882
5	WTW	Willis Towers Watson PLC	2,630	$687,403

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$811,882	12,656	+10.4%	Shares	Sole	2026-07-17
2026-03-31	$747,306	11,460	-16.9%	Shares	Sole	2026-04-30
2025-12-31	$1,099,381	13,794	+26.1%	Shares	Sole	2026-02-03
2025-09-30	$1,025,687	10,936	+11.2%	Shares	Sole	2025-10-29
2025-06-30	$1,090,073	9,832	+58.5%	Shares	Sole	2025-07-25
2025-03-31	$771,528	6,202	-30.2%	Shares	Sole	2025-04-23
2024-12-31	$906,549	8,886	+29.0%	Shares	Sole	2025-08-08
2024-09-30	$713,389	6,886	+0.4%	Shares	Sole	2024-10-21
2024-06-30	$612,994	6,856	+2.4%	Shares	Sole	2024-07-15
2024-03-31	$585,905	6,693	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.