Frank, Rimerman Advisors LLC

Position in BRO — Brown & Brown, Inc.

CIK 1977560 Palo Alto, CA

Position in BRO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$254,932

+$30,545 QoQ

Shares Held

3,974

+15.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#564

of 800 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $3,188,756 across 4 Insurance Brokers names. BRO ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	5,873	$1,348,264
2	AON	Aon plc	3,215	$1,066,383
3	MRSH	Marsh & Mclennan Companies, Inc.	3,115	$519,177
4	BRO	Brown & Brown, Inc. This page	3,974	$254,932

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,932	3,974	+15.5%	Shares	Sole	2026-07-27
2026-03-31	$224,387	3,441	+17.7%	Shares	Sole	2026-04-29
2025-12-31	$233,042	2,924	-0.4%	Shares	Sole	2026-01-15
2025-09-30	$275,367	2,936	-3.7%	Shares	Sole	2025-11-04
2025-06-30	$338,042	3,049	-14.0%	Shares	Sole	2025-08-11
2025-03-31	$441,122	3,546	+8.6%	Shares	Sole	2025-05-12
2024-12-31	$333,095	3,265	+4.6%	Shares	Sole	2025-02-10
2024-09-30	$323,439	3,122	0.0%	Shares	Sole	2024-10-24
2024-06-30	$279,138	3,122	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.