Bleakley Financial Group, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1936953 PARSIPPANY, NJ

Position in BRO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$972,642

+$650,055 QoQ

Shares Held

15,162

+379.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#370

of 800 holders

Holding Since

Mar 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $21,021,046 across 5 Insurance Brokers names. BRO ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	25,014	$8,296,893
2	MRSH	Marsh & Mclennan Companies, Inc.	46,313	$7,718,987
3	AJG	Arthur J. Gallagher & Co.	13,343	$3,063,152
4	BRO	Brown & Brown, Inc. This page	15,162	$972,642
5	BWIN	Baldwin Insurance Group, Inc.	36,470	$969,372

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$972,642	15,162	+379.5%	Shares	Sole	2026-08-05
2024-12-31	$322,587	3,162	+3.4%	Shares	Sole	2025-01-27
2024-09-30	$316,912	3,059	+22.1%	Shares	Sole	2024-10-16
2024-06-30	$223,972	2,505	+5.6%	Shares	Sole	2024-08-12
2024-03-31	$207,732	2,373	—	Shares	Sole	2024-05-08
No filing history on record for this holder in this stock.