WADDELL & ASSOCIATES, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1776757 MEMPHIS, TN

Position in BRO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$314,719

+$58,016 QoQ

Shares Held

4,906

+79.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#526

of 800 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $2,377,910 across 3 Insurance Brokers names. BRO ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	4,050	$1,343,344
2	MRSH	Marsh & Mclennan Companies, Inc.	4,319	$719,847
3	BRO	Brown & Brown, Inc. This page	4,906	$314,719

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,719	4,906	+79.2%	Shares	Sole	2026-07-15
2025-09-30	$256,703	2,737	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.