Krilogy Financial LLC

Position in BRO — Brown & Brown, Inc.

CIK 1659047 ST. LOUIS, MO

Position in BRO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$374,058

-$58,313 QoQ

Shares Held

5,831

+26.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#507

of 800 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Krilogy Financial LLC holds $3,009,479 across 4 Insurance Brokers names. BRO ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	4,460	$1,479,337
2	MRSH	Marsh & Mclennan Companies, Inc.	3,986	$664,346
3	AJG	Arthur J. Gallagher & Co.	2,142	$491,738
4	BRO	Brown & Brown, Inc. This page	5,831	$374,058

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$374,058	5,831	+26.5%	Shares	Sole	2026-07-27
2025-09-30	$432,371	4,610	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.