CITIZENS FINANCIAL GROUP INC/RI

Position in BRO — Brown & Brown, Inc.

CIK 759944 PROVIDENCE, RI

Position in BRO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$470,668

+$200,645 QoQ

Shares Held

7,337

+116.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#469

of 800 holders

Holding Since

Mar 2020

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CITIZENS FINANCIAL GROUP INC/RI holds $6,360,761 across 4 Insurance Brokers names. BRO ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	10,632	$3,526,527
2	MRSH	Marsh & Mclennan Companies, Inc.	10,874	$1,812,369
3	AJG	Arthur J. Gallagher & Co.	2,401	$551,197
4	BRO	Brown & Brown, Inc. This page	7,337	$470,668

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$470,668	7,337	+116.6%	Shares	Defined	2026-08-07
2025-12-31	$270,023	3,388	+17.6%	Shares	Defined	2026-01-30
2025-09-30	$270,208	2,881	+179.2%	Shares	Defined	2025-10-24
2020-06-30	$42,064	1,032	0.0%	Shares	Defined	2020-08-12
2020-03-31	$37,379	1,032	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.