Proficio Capital Partners LLC

Position in BRO — Brown & Brown, Inc.

CIK 1654175 NEWTON, MA

Position in BRO

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$335,504

-$252,624 QoQ

Shares Held

5,230

-42.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#518

of 800 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Proficio Capital Partners LLC holds $2,035,388 across 4 Insurance Brokers names. BRO ranks #4 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	4,171	$695,180
2	AON	Aon plc	1,680	$557,239
3	WTW	Willis Towers Watson PLC	1,712	$447,465
4	BRO	Brown & Brown, Inc. This page	5,230	$335,504

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,504	5,230	-42.0%	Shares	Sole	2026-08-17
2026-03-31	$588,128	9,019	+0.0%	Shares	Sole	2026-05-14
2025-12-31	$718,654	9,017	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$843,828	8,997	-22.7%	Shares	Sole	2025-11-17
2025-06-30	$1,289,972	11,635	+7.7%	Shares	Sole	2025-08-07
2025-03-31	$1,344,142	10,805	-0.6%	Shares	Sole	2025-05-06
2024-12-31	$1,108,855	10,869	+12.1%	Shares	Sole	2025-02-06
2024-09-30	$1,004,402	9,695	-10.9%	Shares	Sole	2024-11-01
2024-06-30	$972,601	10,878	+0.3%	Shares	Sole	2024-07-25
2024-03-31	$949,371	10,845	+0.2%	Shares	Sole	2024-05-02
2023-12-31	$769,339	10,819	0.0%	Shares	Sole	2024-02-13
2023-09-30	$755,598	10,819	+0.1%	Shares	Sole	2023-10-18
2023-06-30	$744,091	10,809	-0.1%	Shares	Sole	2023-08-14
2023-03-31	$621,169	10,818	+1.2%	Shares	Sole	2023-04-21
2022-12-31	$608,838	10,687	+0.7%	Shares	Sole	2023-01-30
2022-09-30	$642,116	10,617	+0.4%	Shares	Sole	2022-10-11
2022-06-30	$617,003	10,576	-2.8%	Shares	Sole	2022-08-15
2022-03-31	$786,514	10,883	+145.0%	Shares	Sole	2022-05-13
2021-12-31	$312,183	4,442	-0.2%	Shares	Sole	2022-02-11
2021-09-30	$246,752	4,450	-11.1%	Shares	Sole	2021-11-15
2021-06-30	$265,912	5,004	+6.0%	Shares	Sole	2021-08-16
2021-03-31	$215,842	4,722	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.