Concurrent Investment Advisors, LLC

Position in BRO — Brown & Brown, Inc.

CIK 2001015 Tampa, FL

Position in BRO

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

Position Value

$634,442

-$131,383 QoQ

Shares Held

9,890

-15.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#424

of 800 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $11,682,458 across 5 Insurance Brokers names. BRO ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	24,267	$5,570,974
2	MRSH	Marsh & Mclennan Companies, Inc.	17,547	$2,924,557
3	AON	Aon plc	5,805	$1,925,460
4	BRO	Brown & Brown, Inc. This page	9,890	$634,442
5	WTW	Willis Towers Watson PLC	2,399	$627,025

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$634,442	9,890	-15.8%	Shares	Sole	2026-07-27
2026-03-31	$765,825	11,744	-22.4%	Shares	Sole	2026-04-21
2025-12-31	$1,205,541	15,126	+31.4%	Shares	Sole	2026-01-29
2025-09-30	$1,079,710	11,512	+19.2%	Shares	Sole	2025-10-27
2025-06-30	$1,071,115	9,661	-2.9%	Shares	Sole	2025-07-25
2025-03-31	$1,237,158	9,945	+8.1%	Shares	Sole	2025-04-29
2024-12-31	$938,481	9,199	+144.7%	Shares	Sole	2025-02-03
2024-09-30	$389,432	3,759	-0.9%	Shares	Sole	2024-10-30
2024-06-30	$339,310	3,795	-19.3%	Shares	Sole	2024-07-30
2023-12-31	$334,572	4,705	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.