Motley Fool Wealth Management, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1607978 ALEXANDRIA, VA

Position in BRO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$8,266,410

-$5,424,615 QoQ

Shares Held

126,766

-26.2% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Motley Fool Wealth Management, LLC holds $16,670,608 across 3 Insurance Brokers names. BRO ranks #1 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc. This page	126,766	$8,266,410
2	AON	Aon plc	14,022	$4,526,021
3	GSHD	Goosehead Insurance, Inc.	90,909	$3,878,177

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,266,410	126,766	-26.2%	Shares	Sole	2026-05-12
2025-12-31	$13,691,025	171,782	-15.3%	Shares	Sole	2026-02-11
2025-09-30	$19,022,675	202,822	-10.6%	Shares	Sole	2025-11-14
2025-06-30	$25,157,844	226,913	-10.5%	Shares	Sole	2025-08-01
2025-03-31	$31,528,309	253,443	-8.7%	Shares	Sole	2025-05-12
2024-12-31	$28,321,262	277,605	-4.7%	Shares	Sole	2025-02-12
2024-09-30	$30,163,761	291,156	-15.5%	Shares	Sole	2024-11-14
2024-06-30	$30,800,314	344,484	+2.2%	Shares	Sole	2024-08-08
2024-03-31	$29,511,397	337,119	-12.9%	Shares	Sole	2024-05-08
2023-12-31	$27,511,392	386,885	-3.0%	Shares	Sole	2024-02-02
2023-09-30	$27,841,925	398,653	-1.5%	Shares	Sole	2023-11-13
2023-06-30	$27,860,305	404,711	-1.8%	Shares	Sole	2023-08-09
2023-03-31	$23,673,691	412,290	+3.9%	Shares	Sole	2023-05-10
2022-12-31	$22,599,828	396,697	-2.9%	Shares	Sole	2023-02-09
2022-09-30	$24,710,434	408,572	-1.6%	Shares	Sole	2022-11-14
2022-06-30	$24,234,611	415,403	-2.2%	Shares	Sole	2022-08-11
2022-03-31	$30,704,993	424,865	-1.5%	Shares	Sole	2022-05-04
2021-12-31	$30,325,398	431,494	-2.1%	Shares	Sole	2022-02-10
2021-09-30	$24,437,258	440,708	-1.4%	Shares	Sole	2021-11-12
2021-06-30	$23,755,652	447,039	+31.8%	Shares	Sole	2021-08-13
2021-03-31	$15,501,815	339,134	+33.7%	Shares	Sole	2021-05-11
2020-12-31	$12,025,451	253,648	+45.9%	Shares	Sole	2021-02-12
2020-09-30	$7,872,181	173,894	+1.7%	Shares	Sole	2020-11-12
2020-06-30	$6,971,671	171,042	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.