SOA Wealth Advisors, LLC.

Position in BRO — Brown & Brown, Inc.

CIK 1849444 NEW YORK, NY

Position in BRO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$70,949

-$1,173 QoQ

Shares Held

1,106

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#629

of 800 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $579,562 across 4 Insurance Brokers names. BRO ranks #2 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,637	$439,508
2	BRO	Brown & Brown, Inc. This page	1,106	$70,949
3	AJG	Arthur J. Gallagher & Co.	223	$51,194
4	AON	Aon plc	54	$17,911

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,949	1,106	0.0%	Shares	Sole	2026-07-21
2026-03-31	$72,122	1,106	0.0%	Shares	Sole	2026-05-20
2025-12-31	$88,148	1,106	0.0%	Shares	Sole	2026-01-20
2025-09-30	$103,731	1,106	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.