Lido Advisors, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1650150 Los Angeles, CA

Position in BRO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,304,874

+$69,406 QoQ

Shares Held

20,341

+7.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#331

of 800 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 24% Shared 0% None 76%

Financial Services · as of Jun 30, 2026

Lido Advisors, LLC holds $17,819,839 across 6 Insurance Brokers names. BRO ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	61,537	$10,256,369
2	AON	Aon plc	9,752	$3,234,640
3	AJG	Arthur J. Gallagher & Co.	8,416	$1,932,060
4	BRO	Brown & Brown, Inc. This page	20,341	$1,304,874
5	ERIE	Erie Indemnity Co	3,442	$825,219
6	BWIN	Baldwin Insurance Group, Inc.	10,033	$266,677

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,304,874	20,341	+7.4%	Shares	Defined	2026-08-07
2026-03-31	$1,235,468	18,946	-1.6%	Shares	Defined	2026-05-13
2025-12-31	$1,534,382	19,252	+2.3%	Shares	Defined	2026-02-10
2025-09-30	$1,765,407	18,823	+0.4%	Shares	Defined	2025-11-14
2025-06-30	$2,078,922	18,751	+193.1%	Shares	Defined	2025-08-13
2025-03-31	$795,786	6,397	+36.4%	Shares	Defined	2025-05-15
2024-12-31	$478,473	4,690	+2.6%	Shares	Defined	2025-02-14
2024-09-30	$473,452	4,570	-1.8%	Shares	Sole	2024-11-14
2024-06-30	$416,202	4,655	+5.0%	Shares	Sole	2024-08-15
2024-03-31	$388,064	4,433	+52.1%	Shares	Sole	2024-05-15
2023-12-31	$207,214	2,914	-90.7%	Shares	Sole	2024-02-14
2023-09-30	$2,182,779	31,254	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.