Cetera Investment Advisers

Position in BRO — Brown & Brown, Inc.

CIK 1666741 SCHAUMBURG, IL

Position in BRO

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

Position Value

$1,683,552

-$716,436 QoQ

Shares Held

26,244

-28.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#293

of 783 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cetera Investment Advisers holds $55,577,932 across 7 Insurance Brokers names. BRO ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	124,760	$20,793,749
2	AJG	Arthur J. Gallagher & Co.	82,024	$18,830,249
3	AON	Aon plc	38,120	$12,644,022
4	BRO	Brown & Brown, Inc. This page	26,244	$1,683,552
5	WTW	Willis Towers Watson PLC	4,286	$1,120,231
6	ERIE	Erie Indemnity Co	1,575	$377,606
7	CRD-A	Crawford & Co	11,404	$128,523

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,683,552	26,244	-28.7%	Shares	Sole	2026-08-12
2026-03-31	$2,399,988	36,804	+0.9%	Shares	Sole	2026-05-13
2025-12-31	$2,908,492	36,493	-19.8%	Shares	Sole	2026-02-17
2025-09-30	$4,267,351	45,499	+15.5%	Shares	Sole	2025-11-14
2025-06-30	$4,367,280	39,391	-10.2%	Shares	Sole	2025-08-08
2025-03-31	$5,458,423	43,878	+20.9%	Shares	Sole	2025-05-06
2024-12-31	$3,701,285	36,280	+2.5%	Shares	Sole	2025-02-14
2024-09-30	$3,666,922	35,395	+29.5%	Shares	Sole	2024-11-13
2024-06-30	$2,444,290	27,338	+60.6%	Shares	Sole	2024-08-22
2024-03-31	$1,490,368	17,025	+404.3%	Shares	Sole	2024-05-24
2023-12-31	$240,067	3,376	-3.7%	Shares	Sole	2024-02-13
2022-09-30	$211,921	3,504	-5.8%	Shares	Sole	2022-11-14
2022-06-30	$216,908	3,718	+15.5%	Shares	Sole	2022-08-11
2022-03-31	$232,709	3,220	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.