HARBOUR INVESTMENTS, INC.

Position in BRO — Brown & Brown, Inc.

CIK 810121 MADISON, WI

Position in BRO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$94,428

+$4,634 QoQ

Shares Held

1,472

+6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#618

of 800 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HARBOUR INVESTMENTS, INC. holds $1,371,956 across 7 Insurance Brokers names. BRO ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	3,273	$751,382
2	MRSH	Marsh & Mclennan Companies, Inc.	2,031	$338,506
3	AON	Aon plc	485	$160,869
4	BRO	Brown & Brown, Inc. This page	1,472	$94,428
5	WTW	Willis Towers Watson PLC	98	$25,614
6	GSHD	Goosehead Insurance, Inc.	20	$970
7	CRVL	Corvel Corp	3	$187

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,428	1,472	+6.9%	Shares	Sole	2026-08-12
2026-03-31	$89,794	1,377	+12.8%	Shares	Sole	2026-05-15
2025-12-31	$97,313	1,221	+465.3%	Shares	Sole	2026-02-09
2025-09-30	$20,258	216	-82.1%	Shares	Sole	2025-11-12
2025-06-30	$134,152	1,210	+1215.2%	Shares	Sole	2025-07-28
2025-03-31	$11,444	92	+3.4%	Shares	Sole	2025-05-08
2024-12-31	$9,079	89	+18.7%	Shares	Sole	2025-02-10
2024-09-30	$7,770	75	+5.6%	Shares	Sole	2024-11-04
2024-06-30	$6,348	71	+136.7%	Shares	Sole	2024-07-26
2024-03-31	$2,626	30	0.0%	Shares	Sole	2024-07-22
2023-12-31	$2,133	30	+650.0%	Shares	Sole	2024-02-16
2023-09-30	$279	4	0.0%	Shares	Sole	2023-11-15
2023-06-30	$275	4	-88.9%	Shares	Sole	2023-08-15
2022-12-31	$2,050	36	-82.2%	Shares	Sole	2023-02-16
2021-09-30	$11,200	202	0.0%	Shares	Sole	2021-11-15
2021-06-30	$10,734	202	0.0%	Shares	Sole	2021-08-16
2021-03-31	$9,233	202	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.