Mutual Advisors, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1694080 OMAHA, NE

Position in BRO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$457,197

+$120,583 QoQ

Shares Held

7,127

+38.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#474

of 800 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

Mutual Advisors, LLC holds $2,554,292 across 4 Insurance Brokers names. BRO ranks #4 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	2,788	$924,751
2	MRSH	Marsh & Mclennan Companies, Inc.	3,691	$615,178
3	AJG	Arthur J. Gallagher & Co.	2,427	$557,166
4	BRO	Brown & Brown, Inc. This page	7,127	$457,197

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,197	7,127	+38.1%	Shares	Sole	2026-08-14
2026-03-31	$336,614	5,162	+0.3%	Shares	Sole	2026-05-04
2025-12-31	$410,056	5,145	-12.1%	Shares	Sole	2026-02-02
2025-09-30	$549,140	5,855	+43.1%	Shares	Sole	2025-11-04
2025-06-30	$453,569	4,091	-2.4%	Shares	Sole	2025-07-28
2025-03-31	$521,236	4,190	+19.1%	Shares	Sole	2025-04-28
2024-12-31	$358,804	3,517	+13.1%	Shares	Sole	2025-01-17
2024-09-30	$322,196	3,110	+13.0%	Shares	Sole	2024-10-25
2024-06-30	$246,145	2,753	+6.8%	Shares	Sole	2024-07-30
2024-03-31	$225,678	2,578	—	Shares	Sole	2024-05-02
No filing history on record for this holder in this stock.