STEPHENS INC /AR/

Position in BRO — Brown & Brown, Inc.

CIK 757657 LITTLE ROCK, AR

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Position in BRO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,353,855

-$382,943 QoQ

Shares Held

36,693

-12.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#266

of 800 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in BRO Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

STEPHENS INC /AR/ holds $17,551,937 across 5 Insurance Brokers names. BRO ranks #2 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	39,781	$13,194,959
2	BRO	Brown & Brown, Inc. This page	36,693	$2,353,855
3	MRSH	Marsh & Mclennan Companies, Inc.	7,496	$1,249,358
4	WTW	Willis Towers Watson PLC	1,785	$466,545
5	ERIE	Erie Indemnity Co	1,198	$287,220

All Filings in BRO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,353,855	36,693	-12.6%	Shares	Defined	2026-07-29
2026-03-31	$2,736,798	41,969	-4.7%	Shares	Defined	2026-04-28
2025-12-31	$3,509,031	44,028	+3.0%	Shares	Defined	2026-02-05
2025-09-30	$4,008,959	42,744	+72.6%	Shares	Defined	2025-10-27
2025-06-30	$2,745,362	24,762	+0.4%	Shares	Defined	2025-07-29
2025-03-31	$3,067,082	24,655	-1.7%	Shares	Defined	2025-05-01
2024-12-31	$2,559,375	25,087	-2.3%	Shares	Defined	2025-01-28
2024-09-30	$2,660,862	25,684	-3.7%	Shares	Defined	2024-10-28
2024-06-30	$2,385,190	26,677	-3.0%	Shares	Defined	2024-08-06
2024-03-31	$2,407,612	27,503	+4.4%	Shares	Defined	2024-05-15
2023-12-31	$1,873,819	26,351	+3.5%	Shares	Defined	2024-02-13
2023-09-30	$1,778,754	25,469	-2.0%	Shares	Defined	2023-11-14
2023-06-30	$1,788,669	25,983	+0.7%	Shares	Defined	2023-08-14
2023-03-31	$1,481,493	25,801	+0.7%	Shares	Defined	2023-05-15
2022-12-31	$1,460,084	25,629	-0.9%	Shares	Defined	2023-02-14
2022-09-30	$1,564,133	25,862	-20.4%	Shares	Defined	2022-11-02
2022-06-30	$1,895,874	32,497	+2.0%	Shares	Defined	2022-08-03
2022-03-31	$2,303,100	31,868	-0.8%	Shares	Defined	2022-05-04
2021-12-31	$2,258,518	32,136	-14.3%	Shares	Defined	2022-03-07
2021-09-30	$2,080,262	37,516	+2.3%	Shares	Defined	2021-10-27
2021-06-30	$1,948,590	36,669	+13.3%	Shares	Defined	2021-08-12
2021-03-31	$1,479,267	32,362	+8.6%	Shares	Defined	2021-05-14
2020-12-31	$1,412,201	29,787	+4.4%	Shares	Defined	2021-02-10
2020-09-30	$1,291,915	28,538	+2.4%	Shares	Defined	2020-11-13
2020-06-30	$1,136,062	27,872	+9.1%	Shares	Defined	2020-08-24
2020-03-31	$925,493	25,552	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.