BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in BRO — Brown & Brown, Inc.

CIK 2010186 CINCINNATI, OH

Position in BRO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,154

-$2,954 QoQ

Shares Held

-71.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#762

of 800 holders

Holding Since

Jun 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $2,585,612 across 6 Insurance Brokers names. BRO ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	13,076	$2,179,376
2	AJG	Arthur J. Gallagher & Co.	1,664	$382,004
3	AON	Aon plc	28	$9,287
4	WTW	Willis Towers Watson PLC	28	$7,318
5	ERIE	Erie Indemnity Co	27	$6,473
6	BRO	Brown & Brown, Inc. This page	18	$1,154

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,154	18	-71.4%	Shares	Sole	2026-07-24
2026-03-31	$4,108	63	+18.9%	Shares	Sole	2026-05-06
2025-12-31	$4,224	53	+5200.0%	Shares	Sole	2026-01-22
2025-06-30	$110	1	-50.0%	Shares	Sole	2025-07-18
2025-03-31	$248	2	-95.9%	Shares	Sole	2025-04-24
2022-09-30	$2,963	49	-62.9%	Shares	Sole	2024-02-14
2022-06-30	$7,700	132	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.