CX Institutional

Position in BRO — Brown & Brown, Inc.

CIK 1737089 AUBURN, IN

Position in BRO

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$388,299

-$138,402 QoQ

Shares Held

6,053

-25.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#503

of 800 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CX Institutional holds $11,628,255 across 6 Insurance Brokers names. BRO ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	56,534	$9,422,521
2	AJG	Arthur J. Gallagher & Co.	2,651	$608,590
3	AON	Aon plc	1,765	$585,432
4	WTW	Willis Towers Watson PLC	1,500	$392,055
5	BRO	Brown & Brown, Inc. This page	6,053	$388,299
6	ERIE	Erie Indemnity Co	965	$231,358

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$388,299	6,053	-25.1%	Shares	Sole	2026-07-02
2026-03-31	$526,701	8,077	-16.5%	Shares	Sole	2026-04-06
2025-12-31	$771,177	9,676	-52.6%	Shares	Sole	2026-02-02
2025-09-30	$1,914,160	20,409	+1.3%	Shares	Sole	2025-10-23
2025-06-30	$2,233,365	20,144	-0.7%	Shares	Sole	2025-07-16
2025-03-31	$2,523,080	20,282	+3.2%	Shares	Sole	2025-04-15
2024-12-31	$2,004,897	19,652	+0.9%	Shares	Sole	2025-01-21
2024-09-30	$2,018,646	19,485	+0.1%	Shares	Sole	2024-10-11
2024-06-30	$1,739,650	19,457	-0.5%	Shares	Sole	2024-07-11
2024-03-31	$1,711,144	19,547	+2.0%	Shares	Sole	2024-04-15
2023-12-31	$1,363,249	19,171	-0.3%	Shares	Sole	2024-01-12
2023-09-30	$1,343,512	19,237	-0.1%	Shares	Sole	2023-10-18
2023-06-30	$1,325,032	19,248	+5.3%	Shares	Sole	2023-07-26
2023-03-31	$1,049,752	18,282	-3.7%	Shares	Sole	2023-05-04
2022-12-31	$1,081,119	18,977	+3.9%	Shares	Sole	2023-02-03
2022-09-30	$1,104,788	18,267	+1.5%	Shares	Sole	2022-11-04
2022-06-30	$1,050,120	18,000	-0.1%	Shares	Sole	2022-08-02
2022-03-31	$1,302,160	18,018	+0.2%	Shares	Sole	2022-05-09
2021-12-31	$1,263,704	17,981	+0.1%	Shares	Sole	2022-01-18
2021-09-30	$996,325	17,968	0.0%	Shares	Sole	2021-11-10
2021-06-30	$954,819	17,968	-0.2%	Shares	Sole	2021-08-04
2021-03-31	$822,642	17,997	+0.3%	Shares	Sole	2021-04-15
2020-12-31	$851,056	17,951	-0.6%	Shares	Sole	2021-01-12
2020-09-30	$817,440	18,057	+1.3%	Shares	Sole	2020-10-13
2020-06-30	$726,383	17,821	+2.7%	Shares	Sole	2020-08-06
2020-03-31	$628,344	17,348	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.