Advisor OS, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1767580 CHICAGO, IL

Position in BRO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$429,161

+$58,706 QoQ

Shares Held

6,690

+17.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#483

of 800 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advisor OS, LLC holds $1,497,278 across 4 Insurance Brokers names. BRO ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	1,677	$556,242
2	BRO	Brown & Brown, Inc. This page	6,690	$429,161
3	AJG	Arthur J. Gallagher & Co.	1,291	$296,372
4	MRSH	Marsh & Mclennan Companies, Inc.	1,293	$215,503

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$429,161	6,690	+17.8%	Shares	Sole	2026-08-05
2026-03-31	$370,455	5,681	+4.0%	Shares	Sole	2026-05-08
2025-12-31	$435,320	5,462	+4.5%	Shares	Sole	2026-02-04
2025-09-30	$490,426	5,229	0.0%	Shares	Sole	2025-11-12
2025-06-30	$579,738	5,229	-2.8%	Shares	Sole	2025-08-14
2025-03-31	$669,022	5,378	-2.2%	Shares	Sole	2025-05-06
2024-12-31	$561,211	5,501	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.