EverSource Wealth Advisors, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in BRO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$127,654

-$66,406 QoQ

Shares Held

1,990

-33.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#149

of 235 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $2,929,261 across 14 Insurance Brokers names. BRO ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	6,994	$1,165,684
2	AON	Aon plc	2,522	$836,516
3	AJG	Arthur J. Gallagher & Co.	1,904	$437,094
4	WTW	Willis Towers Watson PLC	854	$223,205
5	BRO	Brown & Brown, Inc. This page	1,990	$127,654
6	ERIE	Erie Indemnity Co	196	$46,987
7	CRVL	Corvel Corp	539	$33,695
8	BWIN	Baldwin Insurance Group, Inc.	694	$18,444

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$127,654	1,990	-33.1%	Shares	Sole	2026-07-24
2026-03-31	$194,060	2,976	+253.4%	Shares	Sole	2026-05-18
2025-12-31	$67,104	842	-66.4%	Shares	Sole	2026-02-06
2025-09-30	$234,941	2,505	+139.7%	Shares	Sole	2025-11-10
2025-06-30	$115,856	1,045	+27.1%	Shares	Sole	2025-08-13
2025-03-31	$102,255	822	+67.8%	Shares	Sole	2025-05-13
2024-12-31	$49,986	490	+79.5%	Shares	Sole	2025-02-10
2024-09-30	$28,280	273	+28.8%	Shares	Sole	2024-11-08
2024-06-30	$18,952	212	+14.6%	Shares	Sole	2024-08-13
2024-03-31	$16,193	185	+12.1%	Shares	Sole	2024-06-11
2023-12-31	$11,732	165	+3.1%	Shares	Sole	2024-02-09
2023-09-30	$11,174	160	0.0%	Shares	Sole	2023-11-03
2023-06-30	$11,014	160	+5.3%	Shares	Sole	2023-08-04
2023-03-31	$8,727	152	+300.0%	Shares	Sole	2023-05-11
2022-12-31	$2,164	38	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.