Crewe Advisors LLC

Position in BRO — Brown & Brown, Inc.

CIK 1730033 SALT LAKE CITY, UT

Position in BRO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$6,222

+$5,824 QoQ

Shares Held

+1840.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#726

of 800 holders

Holding Since

Jun 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crewe Advisors LLC holds $48,366 across 5 Insurance Brokers names. BRO ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	95	$24,830
2	AJG	Arthur J. Gallagher & Co.	56	$12,855
3	BRO	Brown & Brown, Inc. This page	97	$6,222
4	AON	Aon plc	12	$3,980
5	ERIE	Erie Indemnity Co	2	$479

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,222	97	+1840.0%	Shares	Sole	2026-07-24
2025-12-31	$398	5	-98.3%	Shares	Sole	2026-01-16
2024-06-30	$26,554	297	+330.4%	Shares	Sole	2024-07-29
2024-03-31	$6,040	69	+27.8%	Shares	Sole	2024-05-14
2022-12-31	$3,076	54	-58.1%	Shares	Sole	2023-02-08
2022-09-30	$7,801	129	+138.9%	Shares	Sole	2022-11-14
2022-06-30	$3,150	54	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.