FIDELIS CAPITAL PARTNERS, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1962755 TAMPA, FL

Position in BRO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$343,908

+$11,077 QoQ

Shares Held

5,361

+5.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#516

of 800 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $2,626,075 across 5 Insurance Brokers names. BRO ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	5,119	$853,183
2	AON	Aon plc	2,190	$726,401
3	AJG	Arthur J. Gallagher & Co.	1,750	$401,747
4	BRO	Brown & Brown, Inc. This page	5,361	$343,908
5	WTW	Willis Towers Watson PLC	1,151	$300,836

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,908	5,361	+5.0%	Shares	Sole	2026-08-13
2026-03-31	$332,831	5,104	-6.9%	Shares	Sole	2026-05-06
2025-12-31	$436,915	5,482	-3.1%	Shares	Sole	2026-02-09
2025-09-30	$530,663	5,658	+1.4%	Shares	Sole	2025-11-03
2025-06-30	$618,543	5,579	+6.7%	Shares	Sole	2025-08-07
2025-03-31	$650,612	5,230	-2.7%	Shares	Sole	2025-05-01
2024-12-31	$548,153	5,373	+0.1%	Shares	Sole	2025-02-06
2024-09-30	$555,814	5,365	-2.0%	Shares	Sole	2024-10-25
2024-06-30	$489,251	5,472	+0.9%	Shares	Sole	2024-08-13
2024-03-31	$474,904	5,425	+13.7%	Shares	Sole	2024-05-06
2023-12-31	$339,336	4,772	+6.1%	Shares	Sole	2024-01-31
2023-09-30	$314,000	4,496	-8.0%	Shares	Sole	2023-11-08
2023-06-30	$336,421	4,887	+22.5%	Shares	Sole	2023-08-10
2023-03-31	$229,048	3,989	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.