Valeo Financial Advisors, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1722641 CARMEL, IN

Position in BRO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$201,046

+$200,589 QoQ

Shares Held

3,134

+31240.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#601

of 800 holders

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $2,313,698 across 4 Insurance Brokers names. BRO ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	6,319	$1,053,187
2	AJG	Arthur J. Gallagher & Co.	2,952	$677,690
3	AON	Aon plc	1,151	$381,775
4	BRO	Brown & Brown, Inc. This page	3,134	$201,046

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,046	3,134	+31240.0%	Shares	Sole	2026-07-08
2021-03-31	$457	10	0.0%	Shares	Sole	2021-04-12
2020-12-31	$474	10	0.0%	Shares	Sole	2021-02-11
2020-09-30	$452	10	-95.4%	Shares	Sole	2020-10-28
2020-06-30	$8,885	218	+23.2%	Shares	Sole	2020-07-20
2020-03-31	$6,410	177	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.