Nvest Wealth Strategies, Inc.

Position in BRO — Brown & Brown, Inc.

CIK 2106942 POWELL, OH

Position in BRO

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$320

New position

Shares Held

5

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#787

of 800 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $12,926 across 3 Insurance Brokers names. BRO ranks #3 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	36	$11,940
2	MRSH	Marsh & Mclennan Companies, Inc.	4	$666
3	BRO	Brown & Brown, Inc. This page	5	$320

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320	5	—	Shares	Other	2026-07-10
No filing history on record for this holder in this stock.