WEST PACES ADVISORS INC.

Position in BRO — Brown & Brown, Inc.

CIK 2004720 ATLANTA, GA

Position in BRO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$7,505

+$2,032 QoQ

Shares Held

117

+165.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#720

of 800 holders

Holding Since

Mar 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $767,323 across 5 Insurance Brokers names. BRO ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,510	$346,650
2	AON	Aon plc	665	$220,573
3	MRSH	Marsh & Mclennan Companies, Inc.	1,141	$190,170
4	BRO	Brown & Brown, Inc. This page	117	$7,505
5	GSHD	Goosehead Insurance, Inc.	50	$2,425

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,505	117	+165.9%	Shares	Sole	2026-07-20
2025-03-31	$5,473	44	0.0%	Shares	Sole	2025-04-15
2024-12-31	$4,488	44	0.0%	Shares	Sole	2025-02-14
2024-09-30	$4,558	44	0.0%	Shares	Sole	2024-10-15
2024-06-30	$3,934	44	0.0%	Shares	Sole	2024-07-17
2024-03-31	$3,851	44	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.