Aptus Capital Advisors, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1664193 FAIRHOPE, AL

Position in BRO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$575,040

+$18,147 QoQ

Shares Held

8,964

+5.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#439

of 800 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $12,414,159 across 5 Insurance Brokers names. BRO ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	15,376	$5,100,065
2	MRSH	Marsh & Mclennan Companies, Inc.	30,292	$5,048,767
3	AJG	Arthur J. Gallagher & Co.	3,932	$902,669
4	BWIN	Baldwin Insurance Group, Inc.	29,632	$787,618
5	BRO	Brown & Brown, Inc. This page	8,964	$575,040

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$575,040	8,964	+5.0%	Shares	Sole	2026-08-12
2026-03-31	$556,893	8,540	-9.3%	Shares	Sole	2026-05-11
2025-12-31	$750,534	9,417	-0.8%	Shares	Sole	2026-02-13
2025-09-30	$890,160	9,491	+1.7%	Shares	Sole	2025-11-12
2025-06-30	$1,034,527	9,331	+0.1%	Shares	Sole	2025-08-11
2025-03-31	$1,159,159	9,318	+94.1%	Shares	Sole	2025-05-13
2024-12-31	$489,798	4,801	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.