Cromwell Holdings LLC

Position in BRO — Brown & Brown, Inc.

CIK 1894712 JACKSON, WY

Position in BRO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$11,996

-$28,564 QoQ

Shares Held

187

-69.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#692

of 800 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Cromwell Holdings LLC holds $615,564 across 5 Insurance Brokers names. BRO ranks #5 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	1,393	$232,170
2	AON	Aon plc	588	$195,033
3	AJG	Arthur J. Gallagher & Co.	495	$113,637
4	WTW	Willis Towers Watson PLC	240	$62,728
5	BRO	Brown & Brown, Inc. This page	187	$11,996

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,996	187	-69.9%	Shares	Sole	2026-07-14
2026-03-31	$40,560	622	-13.6%	Shares	Sole	2026-04-30
2025-12-31	$57,383	720	-0.1%	Shares	Sole	2026-01-20
2025-09-30	$67,622	721	-0.3%	Shares	Sole	2025-10-24
2025-06-30	$80,158	723	+1.4%	Shares	Sole	2025-07-21
2025-03-31	$88,696	713	+2.0%	Shares	Sole	2025-05-01
2024-12-31	$71,311	699	0.0%	Shares	Sole	2025-02-03
2024-09-30	$72,416	699	0.0%	Shares	Sole	2024-10-23
2024-06-30	$62,497	699	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.