Belpointe Asset Management LLC

Position in BRO — Brown & Brown, Inc.

CIK 1721242 RENO, NV

Position in BRO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$231,453

-$38,581 QoQ

Shares Held

3,608

-12.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#576

of 800 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Belpointe Asset Management LLC holds $3,256,449 across 5 Insurance Brokers names. BRO ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	5,386	$1,236,464
2	MRSH	Marsh & Mclennan Companies, Inc.	5,909	$984,853
3	AON	Aon plc	2,051	$680,296
4	BRO	Brown & Brown, Inc. This page	3,608	$231,453
5	CRD-A	Crawford & Co	10,948	$123,383

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,453	3,608	-12.9%	Shares	Sole	2026-07-31
2026-03-31	$270,034	4,141	-3.4%	Shares	Sole	2026-04-28
2025-12-31	$341,673	4,287	+4.7%	Shares	Sole	2026-01-27
2025-09-30	$384,163	4,096	+1.0%	Shares	Sole	2025-11-03
2025-06-30	$449,577	4,055	+5.2%	Shares	Sole	2025-07-22
2025-03-31	$479,313	3,853	-1.6%	Shares	Other	2025-05-20
2024-12-31	$399,306	3,914	-0.8%	Shares	Sole	2025-02-13
2024-09-30	$408,805	3,946	+36.9%	Shares	Sole	2024-11-13
2023-03-31	$165,484	2,882	+38.6%	Shares	Sole	2023-05-15
2022-12-31	$118,497	2,080	—	Shares	Sole	2023-02-08
No filing history on record for this holder in this stock.