Savvy Advisors, Inc.

Position in BRO — Brown & Brown, Inc.

CIK 2003633 NEW YORK, NY

Position in BRO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$521,026

+$241,251 QoQ

Shares Held

8,122

+172.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#454

of 800 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Savvy Advisors, Inc. holds $2,466,274 across 5 Insurance Brokers names. BRO ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	4,209	$966,260
2	BRO	Brown & Brown, Inc. This page	8,122	$521,026
3	MRSH	Marsh & Mclennan Companies, Inc.	2,417	$402,841
4	AON	Aon plc	913	$302,832
5	ERIE	Erie Indemnity Co	1,140	$273,315

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$521,026	8,122	+172.3%	Shares	Sole	2026-08-03
2025-09-30	$279,775	2,983	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.