OSAIC HOLDINGS, INC.

Position in BRO — Brown & Brown, Inc.

CIK 1677044 SCOTTSDALE, AZ

Position in BRO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,049,269

-$6,215,125 QoQ

Shares Held

92,766

-39.7% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 43.743397365414054.ToString("F0")% Shared 0.ToString("F0")% None 56.25660263458595.ToString("F0")%

Financial Services · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $30,337,911 across 16 Insurance Brokers names. BRO ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	52,199	$9,053,915
2	AON	Aon plc	23,049	$7,439,754
3	BRO	Brown & Brown, Inc. This page	92,766	$6,049,269
4	AJG	Arthur J. Gallagher & Co.	27,518	$5,959,846
5	WTW	Willis Towers Watson PLC	3,430	$997,100
6	ERIE	Erie Indemnity Co	1,735	$436,022
7	LIFE	Ethos Technologies Inc.	23,250	$259,702
8	ARX	Accelerant Holdings	3,498	$46,733

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,049,269	92,766	-39.7%	Shares	Defined	2026-05-15
2025-12-31	$12,264,394	153,882	-15.5%	Shares	Defined	2026-02-17
2025-09-30	$17,080,189	182,111	+177.7%	Shares	Sole	2025-11-14
2025-06-30	$7,271,739	65,588	+2.7%	Shares	Defined	2025-09-04
2025-03-31	$7,946,671	63,880	-4.4%	Shares	Defined	2025-05-12
2024-12-31	$6,814,117	66,792	-7.1%	Shares	Defined	2025-06-06
2024-09-30	$7,445,419	71,867	+15.8%	Shares	Defined	2024-11-13
2024-06-30	$5,546,546	62,035	+50.4%	Shares	Defined	2024-08-13
2024-03-31	$3,610,060	41,239	-63.7%	Shares	Sole	2024-05-10
2023-12-31	$8,074,750	113,553	-3.6%	Shares	Defined	2024-02-12
2023-09-30	$8,229,594	117,835	+2.6%	Shares	Defined	2023-11-13
2023-06-30	$7,909,437	114,896	+7.8%	Shares	Defined	2023-08-21
2023-03-31	$6,120,968	106,600	+16.1%	Shares	Defined	2023-05-12
2022-12-31	$5,228,930	91,784	-12.0%	Shares	Sole	2023-02-10
2022-09-30	$6,305,581	104,259	-9.9%	Shares	Defined	2022-11-14
2022-06-30	$6,753,726	115,765	-0.2%	Shares	Defined	2022-08-10
2022-03-31	$8,382,812	115,993	+33.6%	Shares	Defined	2022-05-04
2021-12-31	$6,103,041	86,839	+15.0%	Shares	Defined	2022-02-03
2021-09-30	$4,188,910	75,544	+2.8%	Shares	Defined	2021-11-05
2021-06-30	$3,905,894	73,502	+0.4%	Shares	Defined	2021-08-02
2021-03-31	$3,347,295	73,229	+0.6%	Shares	Defined	2021-05-13
2020-12-31	$3,451,350	72,798	-27.5%	Shares	Defined	2021-02-10
2020-09-30	$4,546,416	100,429	+8.1%	Shares	Defined	2020-11-12
2020-06-30	$3,788,232	92,940	-2.9%	Shares	Defined	2020-08-14
2020-03-31	$3,468,025	95,749	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.