Wealthfront Advisers LLC

Position in BRO — Brown & Brown, Inc.

CIK 1763921 Palo Alto, CA

Position in BRO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,369,410

+$500,031 QoQ

Shares Held

21,347

+60.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#328

of 800 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealthfront Advisers LLC holds $31,933,283 across 5 Insurance Brokers names. BRO ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	55,497	$9,249,684
2	AJG	Arthur J. Gallagher & Co.	35,646	$8,183,252
3	AON	Aon plc	21,602	$7,165,167
4	WTW	Willis Towers Watson PLC	22,825	$5,965,770
5	BRO	Brown & Brown, Inc. This page	21,347	$1,369,410

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,369,410	21,347	+60.1%	Shares	Sole	2026-08-07
2026-03-31	$869,379	13,332	-7.9%	Shares	Sole	2026-05-05
2025-12-31	$1,154,135	14,481	+24.8%	Shares	Sole	2026-01-30
2025-09-30	$1,088,432	11,605	-24.6%	Shares	Sole	2025-11-06
2025-06-30	$1,706,178	15,389	+16.7%	Shares	Sole	2025-07-31
2025-03-31	$1,640,711	13,189	+26.4%	Shares	Sole	2025-05-02
2024-12-31	$1,064,782	10,437	+19.5%	Shares	Sole	2025-04-01
2024-09-30	$905,153	8,737	+3.0%	Shares	Sole	2024-11-12
2024-06-30	$758,107	8,479	+6.6%	Shares	Sole	2024-08-14
2024-03-31	$696,293	7,954	+1.8%	Shares	Sole	2024-04-19
2023-12-31	$555,582	7,813	+3.5%	Shares	Sole	2024-02-09
2023-09-30	$527,361	7,551	+3.5%	Shares	Sole	2023-11-01
2023-06-30	$502,256	7,296	+16.4%	Shares	Sole	2023-08-07
2023-03-31	$359,851	6,267	+11.9%	Shares	Sole	2023-04-28
2022-12-31	$319,145	5,602	-37.7%	Shares	Sole	2023-02-10
2022-09-30	$543,836	8,992	+109.2%	Shares	Sole	2022-11-14
2022-06-30	$250,745	4,298	-78.4%	Shares	Sole	2022-07-20
2022-03-31	$1,440,991	19,939	-6.9%	Shares	Sole	2022-05-16
2021-12-31	$1,505,608	21,423	+8.9%	Shares	Sole	2022-01-21
2021-09-30	$1,090,368	19,664	+333.4%	Shares	Sole	2021-11-15
2021-06-30	$241,096	4,537	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.