Callan Family Office, LLC

Family Office

Position in BRO — Brown & Brown, Inc.

CIK 1938970 RADNOR, PA

Position in BRO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,217,951

+$123,597 QoQ

Shares Held

18,986

+13.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#344

of 805 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Callan Family Office, LLC holds $30,199,385 across 10 Insurance Brokers names. BRO ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	66,601	$11,100,388
2	AON	Aon plc	23,980	$7,953,926
3	AJG	Arthur J. Gallagher & Co.	20,355	$4,672,897
4	CRVL	Corvel Corp	61,305	$3,832,788
5	BRO	Brown & Brown, Inc. This page	18,986	$1,217,951
6	WTW	Willis Towers Watson PLC	3,387	$885,260
7	GSHD	Goosehead Insurance, Inc.	7,675	$372,237
8	CRD-A	Crawford & Co	11,500	$129,605

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,217,951	18,986	+13.1%	Shares	Sole	2026-08-11
2026-03-31	$1,094,354	16,782	-16.6%	Shares	Sole	2026-05-13
2025-12-31	$1,603,324	20,117	+32.5%	Shares	Sole	2026-02-12
2025-09-30	$1,423,638	15,179	-25.8%	Shares	Sole	2025-11-04
2025-06-30	$2,268,511	20,461	+189.4%	Shares	Sole	2025-07-24
2025-03-31	$879,508	7,070	-31.0%	Shares	Sole	2025-05-13
2024-12-31	$1,045,602	10,249	+67.7%	Shares	Sole	2025-02-07
2024-09-30	$633,203	6,112	+34.2%	Shares	Sole	2024-10-08
2024-06-30	$407,262	4,555	—	Shares	Sole	2024-07-26
No filing history on record for this holder in this stock.