Cape Investment Advisory, Inc.

Position in BRO — Brown & Brown, Inc.

CIK 1944437 MCDONOUGH, GA

Position in BRO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,116

+$1,835 QoQ

Shares Held

+1000.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#758

of 800 holders

Holding Since

Mar 2023

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $1,065,003 across 6 Insurance Brokers names. BRO ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	4,311	$989,675
2	AON	Aon plc	201	$66,668
3	MRSH	Marsh & Mclennan Companies, Inc.	25	$4,166
4	BRO	Brown & Brown, Inc. This page	33	$2,116
5	BWIN	Baldwin Insurance Group, Inc.	60	$1,594
6	WTW	Willis Towers Watson PLC	3	$784

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,116	33	+1000.0%	Shares	Defined	2026-07-23
2025-09-30	$281	3	-97.2%	Shares	Sole	2025-12-29
2023-03-31	$6,143	107	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.