Anchor Investment Management, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1634149 COLUMBIA, SC

Position in BRO

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$208,085

-$48,230 QoQ

Shares Held

3,191

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Anchor Investment Management, LLC holds $2,244,826 across 5 Insurance Brokers names. BRO ranks #2 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	9,189	$1,990,153
2	BRO	Brown & Brown, Inc. This page	3,191	$208,085
3	AON	Aon plc	80	$25,822
4	MRSH	Marsh & Mclennan Companies, Inc.	108	$18,732
5	WTW	Willis Towers Watson PLC	7	$2,034

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$208,085	3,191	-0.8%	Shares	Sole	2026-05-01
2025-12-31	$256,315	3,216	-1.1%	Shares	Sole	2026-02-26
2025-09-30	$304,911	3,251	0.0%	Shares	Sole	2025-11-14
2025-06-30	$360,438	3,251	0.0%	Shares	Sole	2025-08-19
2025-03-31	$404,424	3,251	0.0%	Shares	Sole	2025-05-20
2024-12-31	$331,667	3,251	-0.3%	Shares	Sole	2025-02-13
2024-09-30	$337,839	3,261	-0.8%	Shares	Sole	2024-11-21
2024-06-30	$293,801	3,286	+4.0%	Shares	Sole	2024-09-20
2024-03-31	$276,713	3,161	+2.6%	Shares	Sole	2024-05-15
2023-12-31	$219,018	3,080	0.0%	Shares	Sole	2024-01-02
2023-09-30	$215,107	3,080	0.0%	Shares	Sole	2024-01-02
2023-06-30	$212,027	3,080	0.0%	Shares	Sole	2024-01-02
2023-03-31	$176,853	3,080	0.0%	Shares	Sole	2024-01-02
2022-12-31	$175,467	3,080	-6.1%	Shares	Sole	2024-01-02
2022-09-30	$198,374	3,280	-5.7%	Shares	Sole	2024-01-02
2022-06-30	$203,023	3,480	0.0%	Shares	Sole	2024-01-02
2022-03-31	$251,499	3,480	0.0%	Shares	Sole	2024-01-02
2021-12-31	$244,574	3,480	0.0%	Shares	Sole	2024-01-02
2021-09-30	$192,966	3,480	0.0%	Shares	Sole	2024-01-02
2021-06-30	$184,927	3,480	0.0%	Shares	Sole	2024-01-02
2021-03-31	$159,070	3,480	0.0%	Shares	Sole	2024-01-02
2020-12-31	$164,986	3,480	0.0%	Shares	Sole	2024-01-02
2020-09-30	$157,539	3,480	0.0%	Shares	Sole	2024-01-02
2020-06-30	$141,844	3,480	0.0%	Shares	Sole	2024-01-02
2020-03-31	$126,045	3,480	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.