Pallas Capital Advisors LLC

Position in BRO — Brown & Brown, Inc.

CIK 1862282 BRAINTREE, MA

Position in BRO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$232,479

-$112,105 QoQ

Shares Held

3,624

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#575

of 800 holders

Holding Since

Sep 2023

3 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Financial Services · as of Jun 30, 2026

Pallas Capital Advisors LLC holds $2,890,447 across 3 Insurance Brokers names. BRO ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	4,193	$1,390,776
2	MRSH	Marsh & Mclennan Companies, Inc.	7,603	$1,267,192
3	BRO	Brown & Brown, Inc. This page	3,624	$232,479

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,479	3,624	-1.4%	Shares	Sole	2026-08-07
2025-09-30	$344,584	3,674	-0.2%	Shares	Sole	2025-11-07
2023-09-30	$257,011	3,680	—	Shares	Sole	2023-11-01
No filing history on record for this holder in this stock.