Steward Partners Investment Advisory, LLC
Position in BRO — Brown & Brown, Inc.
CIK 1723397
STAMFORD, CT
Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,666,360
-$431,119 QoQ
Shares Held
25,976
-19.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#300
of 800 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $13,323,369 across 7 Insurance Brokers names. BRO ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
17,813 | $4,089,330 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
21,278 | $3,546,404 | |
| 3 | AON |
Aon plc
|
9,449 | $3,134,138 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
25,976 | $1,666,360 | |
| 5 | CRVL |
Corvel Corp
|
7,438 | $465,023 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,604 | $419,237 | |
| 7 | ERIE |
Erie Indemnity Co
|
12 | $2,877 |
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,666,360 | 25,976 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,097,479 | 32,165 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,252,959 | 28,268 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,645,534 | 28,207 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,328,760 | 30,024 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,555,600 | 28,582 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,862,783 | 37,863 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,919,913 | 37,837 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,460,345 | 38,702 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,730,022 | 31,186 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,084,305 | 29,311 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,879,045 | 26,905 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,195,169 | 31,888 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,507,933 | 43,677 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,137,280 | 55,069 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,111,575 | 51,448 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,336,114 | 57,184 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,961,624 | 40,980 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,764,871 | 25,112 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,381,980 | 24,923 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,310,644 | 24,664 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,300,312 | 28,447 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,139,688 | 24,039 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,123,510 | 24,818 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,005,753 | 24,675 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $853,922 | 23,576 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||