Millstone Evans Group, LLC

Position in BRO — Brown & Brown, Inc.

CIK 2041943 BOULDER, CO

Position in BRO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$16,807

+$12,569 QoQ

Shares Held

262

+303.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#675

of 800 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Millstone Evans Group, LLC holds $267,469 across 4 Insurance Brokers names. BRO ranks #3 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	1,255	$209,170
2	AON	Aon plc	92	$30,515
3	BRO	Brown & Brown, Inc. This page	262	$16,807
4	WTW	Willis Towers Watson PLC	42	$10,977

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,807	262	+303.1%	Shares	Sole	2026-08-11
2026-03-31	$4,238	65	0.0%	Shares	Sole	2026-04-30
2025-12-31	$5,180	65	0.0%	Shares	Sole	2026-02-02
2025-09-30	$6,096	65	-8.5%	Shares	Sole	2025-10-30
2025-06-30	$7,871	71	-30.4%	Shares	Sole	2025-08-13
2025-03-31	$12,688	102	+155.0%	Shares	Sole	2025-05-05
2024-12-31	$4,080	40	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.