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Equibles

Vident Advisory, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1744347 Alpharetta, GA
Back to BRO Full portfolio

Position in BRO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,817,368
+$891,778 QoQ
Shares Held
28,330
+99.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#294
of 806 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BRO Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Vident Advisory, LLC holds $45,172,432 across 7 Insurance Brokers names. BRO ranks #6 (4.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WTW
Willis Towers Watson PLC
 58,209 $15,214,083
2 AJG
Arthur J. Gallagher & Co.
 61,671 $14,157,808
3 MRSH
Marsh & Mclennan Companies, Inc.
 36,852 $6,142,121
4 ERIE
Erie Indemnity Co
 21,426 $5,136,882
5 AON
Aon plc
 7,709 $2,556,996
6 BRO
Brown & Brown, Inc.
This page 		28,330 $1,817,368
7 CRD-A
Crawford & Co
 13,059 $147,174

All Filings in BRO

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,817,368 28,330
2026-03-31 $925,590 14,194
2025-12-31 $633,932 7,954
2025-09-30 $883,219 9,417
2025-06-30 $1,004,259 9,058
2025-03-31 $1,043,466 8,388
2024-12-31 $443,378 4,346
2024-09-30 $330,484 3,190
2024-03-31 $19,285,498 220,305
2023-12-31 $10,570,856 148,655
2023-09-30 $10,116,742 144,856