Verdence Capital Advisors LLC

Position in BRO — Brown & Brown, Inc.

CIK 1719305 HUNT VALLEY, MD

Position in BRO

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$497,030

-$74,658 QoQ

Shares Held

7,622

+6.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Financial Services · as of Mar 31, 2026

Verdence Capital Advisors LLC holds $3,994,006 across 5 Insurance Brokers names. BRO ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	7,631	$2,463,134
2	GSHD	Goosehead Insurance, Inc.	13,799	$588,665
3	BRO	Brown & Brown, Inc. This page	7,622	$497,030
4	AJG	Arthur J. Gallagher & Co.	1,040	$225,243
5	MRSH	Marsh & Mclennan Companies, Inc.	1,268	$219,934

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$497,030	7,622	+6.3%	Shares	Sole	2026-04-30
2025-12-31	$571,688	7,173	+64.7%	Shares	Sole	2026-01-29
2025-09-30	$408,549	4,356	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.