Farther Finance Advisors, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in BRO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$170,767

+$3,243 QoQ

Shares Held

2,662

+3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#146

of 235 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $5,122,586 across 15 Insurance Brokers names. BRO ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	5,005	$1,660,108
2	AJG	Arthur J. Gallagher & Co.	6,503	$1,492,893
3	MRSH	Marsh & Mclennan Companies, Inc.	7,543	$1,257,191
4	WTW	Willis Towers Watson PLC	1,022	$267,120
5	CRD-A	Crawford & Co	15,175	$171,022
6	BRO	Brown & Brown, Inc. This page	2,662	$170,767
7	ERIE	Erie Indemnity Co	148	$35,483
8	CRVL	Corvel Corp	424	$26,508

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$170,767	2,662	+3.6%	Shares	Sole	2026-07-17
2026-03-31	$167,524	2,569	-3.7%	Shares	Sole	2026-04-07
2025-12-31	$212,719	2,669	-11.8%	Shares	Sole	2026-01-23
2025-09-30	$283,808	3,026	+2.9%	Shares	Sole	2025-10-14
2025-06-30	$326,179	2,942	-5.6%	Shares	Sole	2025-07-11
2025-03-31	$387,879	3,118	+8.5%	Shares	Sole	2025-04-14
2024-12-31	$293,307	2,875	-1.3%	Shares	Sole	2025-02-10
2024-09-30	$301,890	2,914	+18.5%	Shares	Sole	2024-10-29
2024-06-30	$219,859	2,459	+57.2%	Shares	Sole	2024-07-31
2024-03-31	$136,912	1,564	-5.9%	Shares	Sole	2024-05-14
2023-12-31	$118,184	1,662	-0.2%	Shares	Sole	2024-02-15
2023-09-30	$116,283	1,665	+7.7%	Shares	Sole	2023-11-14
2023-06-30	$106,426	1,546	0.0%	Shares	Sole	2024-05-14
2023-03-31	$88,771	1,546	-11.4%	Shares	Sole	2024-05-14
2022-12-31	$99,355	1,744	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.