MV CAPITAL MANAGEMENT, INC.

Position in BRO — Brown & Brown, Inc.

CIK 1633366 BETHESDA, MD

Position in BRO

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

Position Value

$11,033

+$3,665 QoQ

Shares Held

172

+52.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#697

of 800 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $3,484,611 across 6 Insurance Brokers names. BRO ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	9,812	$3,254,542
2	MRSH	Marsh & Mclennan Companies, Inc.	973	$162,169
3	AJG	Arthur J. Gallagher & Co.	146	$33,517
4	WTW	Willis Towers Watson PLC	82	$21,432
5	BRO	Brown & Brown, Inc. This page	172	$11,033
6	ERIE	Erie Indemnity Co	8	$1,918

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,033	172	+52.2%	Shares	Sole	2026-07-30
2026-03-31	$7,368	113	-15.0%	Shares	Sole	2026-04-30
2025-12-31	$10,600	133	+51.1%	Shares	Sole	2026-02-23
2025-09-30	$8,253	88	+54.4%	Shares	Sole	2026-02-23
2025-06-30	$6,319	57	0.0%	Shares	Sole	2025-08-08
2025-03-31	$7,090	57	0.0%	Shares	Sole	2025-04-15
2024-12-31	$5,815	57	+5.6%	Shares	Sole	2025-02-12
2024-09-30	$5,594	54	-1.8%	Shares	Sole	2024-11-04
2024-06-30	$4,917	55	+10.0%	Shares	Sole	2024-08-01
2024-03-31	$4,377	50	+4.2%	Shares	Sole	2024-04-18
2023-12-31	$3,413	48	+2.1%	Shares	Sole	2024-01-29
2023-09-30	$3,282	47	+11.9%	Shares	Sole	2023-11-07
2023-06-30	$2,891	42	+20.0%	Shares	Sole	2023-08-03
2023-03-31	$2,009	35	+20.7%	Shares	Sole	2023-04-26
2022-12-31	$1,652	29	+16.0%	Shares	Sole	2023-01-27
2022-09-30	$1,512	25	+31.6%	Shares	Sole	2022-10-24
2022-06-30	$1,108	19	-66.7%	Shares	Sole	2022-07-19
2022-03-31	$4,119	57	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.