CoreCap Advisors, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1902501 SOUTHFIELD, MI

Position in BRO

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$54,014

-$30,693 QoQ

Shares Held

842

-35.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#638

of 800 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CoreCap Advisors, LLC holds $261,060 across 8 Insurance Brokers names. BRO ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	516	$118,458
2	BRO	Brown & Brown, Inc. This page	842	$54,014
3	MRSH	Marsh & Mclennan Companies, Inc.	263	$43,834
4	ERIE	Erie Indemnity Co	75	$17,981
5	WTW	Willis Towers Watson PLC	52	$13,591
6	AON	Aon plc	35	$11,609
7	BWIN	Baldwin Insurance Group, Inc.	31	$823
8	CRVL	Corvel Corp	12	$750

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,014	842	-35.2%	Shares	Sole	2026-07-06
2026-03-31	$84,707	1,299	+0.9%	Shares	Sole	2026-04-07
2025-12-31	$102,653	1,288	-46.6%	Shares	Sole	2026-01-13
2025-09-30	$226,221	2,412	-66.2%	Shares	Sole	2025-10-22
2025-06-30	$792,277	7,146	+464.0%	Shares	Sole	2025-08-14
2025-03-31	$157,614	1,267	-85.3%	Shares	Sole	2025-05-09
2024-12-31	$876,759	8,594	+8.1%	Shares	Sole	2025-02-14
2024-09-30	$823,412	7,948	+514.2%	Shares	Sole	2024-11-08
2024-03-31	$113,276	1,294	-56.0%	Shares	Sole	2024-08-08
2023-06-30	$202,389	2,940	+203.4%	Shares	Sole	2024-01-16
2022-12-31	$55,203	969	+62.3%	Shares	Sole	2023-02-10
2022-06-30	$34,828	597	+0.3%	Shares	Sole	2022-08-11
2021-12-31	$41,816	595	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.