CHOREO, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1679031 ROCKFORD, IL

Position in BRO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$781,090

-$121,285 QoQ

Shares Held

12,176

-12.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#401

of 800 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CHOREO, LLC holds $10,115,133 across 5 Insurance Brokers names. BRO ranks #5 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	18,137	$4,163,711
2	AON	Aon plc	7,197	$2,387,172
3	MRSH	Marsh & Mclennan Companies, Inc.	11,613	$1,935,538
4	WTW	Willis Towers Watson PLC	3,243	$847,622
5	BRO	Brown & Brown, Inc. This page	12,176	$781,090

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$781,090	12,176	-12.0%	Shares	Sole	2026-08-04
2026-03-31	$902,375	13,838	-12.1%	Shares	Sole	2026-05-13
2025-12-31	$1,255,354	15,751	+4.7%	Shares	Sole	2026-01-23
2025-09-30	$1,411,070	15,045	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$1,669,147	15,055	-48.4%	Shares	Sole	2025-08-13
2025-03-31	$3,629,743	29,178	-6.9%	Shares	Sole	2025-05-06
2024-12-31	$3,197,204	31,339	+2.5%	Shares	Sole	2025-01-27
2024-09-30	$3,168,295	30,582	-2.1%	Shares	Sole	2024-11-07
2024-06-30	$2,793,257	31,241	+26.9%	Shares	Sole	2024-08-07
2024-03-31	$2,155,847	24,627	-4.8%	Shares	Sole	2024-05-02
2023-12-31	$1,840,113	25,877	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.