Sachetta, LLC

Position in BRO — Brown & Brown, Inc.

CIK 2010574 LYNNFIELD, MA

Position in BRO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$8,147

+$6,843 QoQ

Shares Held

127

+535.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#714

of 800 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sachetta, LLC holds $93,996 across 4 Insurance Brokers names. BRO ranks #2 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	473	$78,834
2	BRO	Brown & Brown, Inc. This page	127	$8,147
3	WTW	Willis Towers Watson PLC	14	$3,659
4	ERIE	Erie Indemnity Co	14	$3,356

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,147	127	+535.0%	Shares	Defined	2026-07-15
2026-03-31	$1,304	20	-35.5%	Shares	Defined	2026-05-01
2025-12-31	$2,470	31	-49.2%	Shares	Defined	2026-02-02
2025-09-30	$5,721	61	+60.5%	Shares	Defined	2025-10-24
2025-06-30	$4,213	38	0.0%	Shares	Defined	2025-07-23
2025-03-31	$4,727	38	0.0%	Shares	Defined	2025-05-02
2024-12-31	$3,876	38	0.0%	Shares	Defined	2025-01-21
2024-09-30	$3,936	38	0.0%	Shares	Defined	2024-11-08
2024-06-30	$3,397	38	+245.5%	Shares	Defined	2024-08-07
2024-03-31	$962	11	0.0%	Shares	Defined	2024-05-01
2023-12-31	$782	11	—	Shares	Defined	2024-02-09
No filing history on record for this holder in this stock.