Bay Harbor Wealth Management, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1767989 Hunt Valley, MD

Position in BRO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$320

-$266 QoQ

Shares Held

-44.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#786

of 800 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $24,685 across 5 Insurance Brokers names. BRO ranks #5 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	31	$10,282
2	MRSH	Marsh & Mclennan Companies, Inc.	37	$6,166
3	WTW	Willis Towers Watson PLC	18	$4,704
4	AJG	Arthur J. Gallagher & Co.	14	$3,213
5	BRO	Brown & Brown, Inc. This page	5	$320

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320	5	-44.4%	Shares	Other	2026-07-28
2026-03-31	$586	9	-18.2%	Shares	Other	2026-04-14
2025-12-31	$876	11	+10.0%	Shares	Other	2026-02-02
2025-09-30	$937	10	-23.1%	Shares	Other	2025-10-09
2025-06-30	$1,441	13	+85.7%	Shares	Sole	2025-07-22
2025-03-31	$870	7	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.