Sunbelt Securities, Inc.
Broker-DealerPosition in BRO — Brown & Brown, Inc.
CIK 1632932
HOUSTON, TX
Position in BRO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,035,534
+$299,744 QoQ
Shares Held
15,880
+72.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026Sunbelt Securities, Inc. holds $1,728,549 across 6 Insurance Brokers names. BRO ranks #1 (59.9% of the industry book) .
All Filings in BRO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,035,534 | 15,880 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $735,790 | 9,232 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $557,862 | 5,948 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $33,261 | 300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,320 | 300 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $30,606 | 300 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,558 | 44 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,861 | 32 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,801 | 32 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,275 | 32 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,234 | 32 | Shares | Sole | 2023-12-11 | |
| No filing history on record for this holder in this stock. | ||||||