Verdence Capital Advisors LLC

Position in BRO — Brown & Brown, Inc.

CIK 1719305 HUNT VALLEY, MD

Position in BRO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$469,770

-$27,260 QoQ

Shares Held

7,323

-3.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#472

of 806 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $2,985,263 across 4 Insurance Brokers names. BRO ranks #3 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	4,916	$1,630,588
2	GSHD	Goosehead Insurance, Inc.	13,460	$652,810
3	BRO	Brown & Brown, Inc. This page	7,323	$469,770
4	AJG	Arthur J. Gallagher & Co.	1,011	$232,095

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$469,770	7,323	-3.9%	Shares	Sole	2026-07-29
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.