Highland Investment Advisors LLC

Position in BRO — Brown & Brown, Inc.

CIK 2149882 PONTE VEDRA, FL

Position in BRO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,271

New position

Shares Held

51

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#744

of 800 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Highland Investment Advisors LLC holds $100,443 across 4 Insurance Brokers names. BRO ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	398	$91,368
2	AON	Aon plc	17	$5,638
3	BRO	Brown & Brown, Inc. This page	51	$3,271
4	MRSH	Marsh & Mclennan Companies, Inc.	1	$166

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,271	51	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.