TRANSCEND CAPITAL ADVISORS, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1776082 MADISON, NJ

Position in BRO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,396,451

+$249,673 QoQ

Shares Held

37,357

+13.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#266

of 806 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $5,582,726 across 4 Insurance Brokers names. BRO ranks #1 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc. This page	37,357	$2,396,451
2	MRSH	Marsh & Mclennan Companies, Inc.	9,909	$1,651,533
3	AON	Aon plc	2,910	$965,217
4	WTW	Willis Towers Watson PLC	2,179	$569,525

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,396,451	37,357	+13.5%	Shares	Sole	2026-08-04
2026-03-31	$2,146,778	32,921	+11.9%	Shares	Sole	2026-05-13
2025-12-31	$2,343,977	29,410	+528.8%	Shares	Sole	2026-01-23
2025-09-30	$438,655	4,677	+123.5%	Shares	Sole	2025-11-04
2025-06-30	$232,050	2,093	-3.3%	Shares	Sole	2025-08-01
2025-03-31	$269,201	2,164	+6.8%	Shares	Sole	2025-04-24
2024-12-31	$206,692	2,026	+1.1%	Shares	Sole	2025-02-03
2024-09-30	$207,614	2,004	—	Shares	Sole	2024-10-15
No filing history on record for this holder in this stock.