WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1632972 PLYMOUTH, MN

Position in BRO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,657,221

+$1,822,794 QoQ

Shares Held

41,422

+223.7% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#52

of 262 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $51,224,284 across 11 Insurance Brokers names. BRO ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	96,143	$16,024,153
2	AON	Aon plc	46,437	$15,402,688
3	AJG	Arthur J. Gallagher & Co.	49,438	$11,349,481
4	BRO	Brown & Brown, Inc. This page	41,422	$2,657,221
5	BWIN	Baldwin Insurance Group, Inc.	94,048	$2,499,795
6	CRVL	Corvel Corp	22,199	$1,387,881
7	WTW	Willis Towers Watson PLC	4,132	$1,079,980
8	ERIE	Erie Indemnity Co	2,214	$530,806

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,657,221	41,422	+223.7%	Shares	Sole	2026-07-15
2026-03-31	$834,427	12,796	-28.0%	Shares	Sole	2026-04-08
2025-12-31	$1,417,145	17,781	-51.7%	Shares	Sole	2026-01-08
2025-09-30	$3,455,973	36,848	-37.9%	Shares	Sole	2025-10-29
2025-06-30	$6,580,134	59,350	+107.3%	Shares	Sole	2025-07-10
2025-03-31	$3,562,318	28,636	-32.6%	Shares	Sole	2025-04-16
2024-12-31	$4,331,361	42,456	+206.5%	Shares	Sole	2025-03-17
2024-09-30	$1,435,170	13,853	+11.1%	Shares	Sole	2024-10-24
2024-06-30	$1,115,210	12,473	+22.5%	Shares	Sole	2024-07-16
2024-03-31	$891,594	10,185	+5.2%	Shares	Sole	2024-04-15
2023-12-31	$688,273	9,679	-12.7%	Shares	Sole	2024-01-30
2023-09-30	$774,036	11,083	-49.3%	Shares	Sole	2023-11-13
2021-09-30	$1,211,859	21,855	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.