Parallel Advisors, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1690010 SAN FRANCISCO, CA

Position in BRO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$285,467

+$84,816 QoQ

Shares Held

4,450

+44.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#545

of 807 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Parallel Advisors, LLC holds $3,493,934 across 14 Insurance Brokers names. BRO ranks #5 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	4,238	$972,917
2	MRSH	Marsh & Mclennan Companies, Inc.	5,801	$966,852
3	AON	Aon plc	1,797	$596,046
4	ERIE	Erie Indemnity Co	1,355	$324,861
5	BRO	Brown & Brown, Inc. This page	4,450	$285,467
6	WTW	Willis Towers Watson PLC	659	$172,242
7	RYAN	Ryan Specialty Holdings, Inc.	3,046	$115,016
8	CRVL	Corvel Corp	295	$18,443

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,467	4,450	+44.6%	Shares	Sole	2026-08-05
2026-03-31	$200,651	3,077	+14.0%	Shares	Sole	2026-05-07
2025-12-31	$215,190	2,700	+30.1%	Shares	Sole	2026-02-11
2025-09-30	$194,708	2,076	-17.2%	Shares	Sole	2025-11-13
2025-06-30	$278,061	2,508	+4.3%	Shares	Sole	2025-07-08
2025-03-31	$299,182	2,405	-1.2%	Shares	Sole	2025-04-08
2024-12-31	$248,418	2,435	+4.0%	Shares	Sole	2025-02-10
2024-09-30	$242,527	2,341	+28.6%	Shares	Sole	2024-11-13
2024-06-30	$162,815	1,821	+0.8%	Shares	Sole	2024-08-08
2024-03-31	$158,184	1,807	+7.8%	Shares	Sole	2024-05-06
2023-12-31	$119,251	1,677	+2.9%	Shares	Sole	2024-02-12
2023-09-30	$113,839	1,630	+1.8%	Shares	Sole	2024-05-20
2023-06-30	$110,212	1,601	+3.4%	Shares	Sole	2024-05-20
2023-03-31	$88,886	1,548	+6.2%	Shares	Sole	2024-05-20
2022-12-31	$83,005	1,457	-28.8%	Shares	Sole	2023-02-06
2022-09-30	$123,742	2,046	+9.8%	Shares	Sole	2022-11-10
2022-06-30	$108,745	1,864	-58.3%	Shares	Sole	2022-08-01
2022-03-31	$322,757	4,466	+4.2%	Shares	Sole	2022-04-28
2021-12-31	$301,220	4,286	+14.1%	Shares	Sole	2022-01-20
2021-09-30	$208,270	3,756	+48.6%	Shares	Sole	2021-11-02
2021-06-30	$134,337	2,528	+185.3%	Shares	Sole	2021-08-06
2021-03-31	$40,499	886	-63.8%	Shares	Sole	2021-04-23
2020-12-31	$115,964	2,446	+1222.2%	Shares	Sole	2021-02-02
2020-09-30	$8,374	185	+112.6%	Shares	Sole	2020-10-27
2020-06-30	$3,546	87	-24.3%	Shares	Sole	2020-07-16
2020-03-31	$4,165	115	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.