TFC Financial Management, Inc.

Position in BRO — Brown & Brown, Inc.

CIK 1827844 BOSTON, MA

Position in BRO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$24,120

-$1,051 QoQ

Shares Held

376

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#668

of 800 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TFC Financial Management, Inc. holds $34,159 across 6 Insurance Brokers names. BRO ranks #1 (70.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc. This page	376	$24,120
2	MRSH	Marsh & Mclennan Companies, Inc.	20	$3,333
3	AON	Aon plc	10	$3,316
4	ERIE	Erie Indemnity Co	5	$1,198
5	AJG	Arthur J. Gallagher & Co.	5	$1,147
6	WTW	Willis Towers Watson PLC	4	$1,045

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,120	376	-2.6%	Shares	Sole	2026-07-23
2026-03-31	$25,171	386	0.0%	Shares	Sole	2026-04-23
2025-12-31	$30,764	386	0.0%	Shares	Sole	2026-01-23
2025-09-30	$36,202	386	-0.3%	Shares	Sole	2025-10-24
2025-06-30	$42,906	387	+0.3%	Shares	Sole	2025-07-29
2025-03-31	$48,018	386	0.0%	Shares	Sole	2025-04-24
2024-12-31	$39,379	386	0.0%	Shares	Sole	2025-01-29
2024-09-30	$39,989	386	0.0%	Shares	Sole	2024-10-25
2024-06-30	$34,512	386	-0.3%	Shares	Sole	2024-07-23
2024-03-31	$33,877	387	+0.3%	Shares	Sole	2024-04-30
2023-12-31	$27,448	386	0.0%	Shares	Sole	2024-01-25
2023-09-30	$26,958	386	0.0%	Shares	Sole	2023-10-23
2023-06-30	$26,572	386	+2.7%	Shares	Sole	2023-08-07
2023-03-31	$21,589	376	0.0%	Shares	Sole	2023-05-08
2022-12-31	$21,420	376	0.0%	Shares	Sole	2023-02-13
2022-09-30	$22,740	376	0.0%	Shares	Sole	2022-10-21
2022-06-30	$21,935	376	0.0%	Shares	Sole	2022-08-03
2022-03-31	$27,173	376	0.0%	Shares	Sole	2022-05-04
2021-12-31	$26,425	376	0.0%	Shares	Sole	2022-02-02
2021-09-30	$20,849	376	0.0%	Shares	Sole	2021-11-02
2021-06-30	$19,980	376	0.0%	Shares	Sole	2021-07-29
2021-03-31	$17,186	376	0.0%	Shares	Sole	2021-05-03
2020-12-31	$17,826	376	0.0%	Shares	Sole	2021-02-10
2020-09-30	$17,021	376	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.