Summit Financial, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in BRO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$788,454

-$1,772,466 QoQ

Shares Held

12,091

-62.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Summit Financial, LLC holds $3,262,179 across 5 Insurance Brokers names. BRO ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	8,490	$1,472,590
2	BRO	Brown & Brown, Inc. This page	12,091	$788,454
3	AON	Aon plc	1,776	$573,257
4	AJG	Arthur J. Gallagher & Co.	1,744	$377,715
5	SLQT	SelectQuote, Inc.	79,625	$50,163

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$788,454	12,091	-62.4%	Shares	Sole	2026-05-15
2025-12-31	$2,560,920	32,132	-1.6%	Shares	Sole	2026-02-13
2025-09-30	$3,062,618	32,654	-3.5%	Shares	Sole	2025-11-14
2025-06-30	$3,750,732	33,830	-4.5%	Shares	Sole	2025-08-13
2025-03-31	$4,405,626	35,415	+404.1%	Shares	Sole	2025-05-14
2024-12-31	$716,690	7,025	+2.5%	Shares	Sole	2025-02-12
2024-09-30	$710,385	6,857	+1.3%	Shares	Sole	2024-11-12
2024-06-30	$605,395	6,771	+114.7%	Shares	Sole	2024-07-31
2024-03-31	$276,101	3,154	-16.1%	Shares	Sole	2024-04-24
2023-12-31	$267,373	3,760	+10.8%	Shares	Sole	2024-02-06
2023-09-30	$237,106	3,395	+6.0%	Shares	Sole	2023-11-07
2023-06-30	$220,563	3,204	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.