Aspect Partners, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1985284 FAIRFAX, VA

Position in BRO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$8,596

+$6,250 QoQ

Shares Held

134

+272.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#711

of 800 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aspect Partners, LLC holds $56,344 across 6 Insurance Brokers names. BRO ranks #4 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	45	$14,926
2	MRSH	Marsh & Mclennan Companies, Inc.	68	$11,333
3	ERIE	Erie Indemnity Co	36	$8,631
4	BRO	Brown & Brown, Inc. This page	134	$8,596
5	WTW	Willis Towers Watson PLC	29	$7,579
6	AJG	Arthur J. Gallagher & Co.	23	$5,279

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,596	134	+272.2%	Shares	Sole	2026-07-16
2026-03-31	$2,346	36	+100.0%	Shares	Other	2026-04-02
2025-12-31	$1,434	18	0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,688	18	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.