IFP Advisors, Inc

Position in BRO — Brown & Brown, Inc.

CIK 1641866 TAMPA, FL

Position in BRO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$43,686

-$184,614 QoQ

Shares Held

681

-80.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#163

of 235 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $2,398,711 across 13 Insurance Brokers names. BRO ranks #6 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	7,848	$1,308,026
2	AON	Aon plc	1,592	$528,050
3	AJG	Arthur J. Gallagher & Co.	1,440	$330,580
4	BWIN	Baldwin Insurance Group, Inc.	2,811	$74,716
5	CRVL	Corvel Corp	973	$60,831
6	BRO	Brown & Brown, Inc. This page	681	$43,686
7	WTW	Willis Towers Watson PLC	164	$42,864
8	GSHD	Goosehead Insurance, Inc.	70	$3,395

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,686	681	-80.5%	Shares	Sole	2026-07-20
2026-03-31	$228,300	3,501	-81.8%	Shares	Sole	2026-04-13
2025-12-31	$1,531,594	19,217	-7.5%	Shares	Sole	2026-02-06
2025-09-30	$1,948,112	20,771	-0.1%	Shares	Sole	2026-02-06
2025-06-30	$2,305,985	20,799	-14.9%	Shares	Sole	2025-07-24
2025-03-31	$3,038,967	24,429	+12.9%	Shares	Sole	2025-05-05
2024-12-31	$2,207,712	21,640	-5.3%	Shares	Sole	2025-02-04
2024-09-30	$2,368,399	22,861	+46.9%	Shares	Sole	2025-02-04
2024-06-30	$1,391,487	15,563	+1797.9%	Shares	Sole	2024-07-30
2024-03-31	$71,782	820	-39.8%	Shares	Sole	2024-07-30
2023-12-31	$96,922	1,363	-17.1%	Shares	Sole	2024-01-09
2023-09-30	$114,886	1,645	-54.0%	Shares	Sole	2023-10-12
2023-06-30	$246,171	3,576	-17.3%	Shares	Sole	2023-08-14
2023-03-31	$248,398	4,326	-52.5%	Shares	Sole	2023-04-18
2022-12-31	$519,110	9,112	+4.2%	Shares	Sole	2023-02-07
2022-09-30	$528,655	8,741	+7.8%	Shares	Sole	2022-11-08
2022-06-30	$473,020	8,108	0.0%	Shares	Sole	2022-09-06
2022-03-31	$585,965	8,108	+146.6%	Shares	Sole	2022-09-06
2021-12-31	$231,080	3,288	-3.8%	Shares	Sole	2022-01-12
2021-09-30	$189,583	3,419	+3.9%	Shares	Sole	2021-10-06
2021-06-30	$174,830	3,290	+132.2%	Shares	Sole	2021-07-13
2021-03-31	$64,771	1,417	-3.0%	Shares	Sole	2021-04-30
2020-12-31	$69,266	1,461	-3.8%	Shares	Sole	2021-01-25
2020-09-30	$68,765	1,519	+3.8%	Shares	Sole	2020-10-29
2020-06-30	$59,672	1,464	+2.4%	Shares	Sole	2020-08-05
2020-03-31	$51,758	1,429	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.