JONES FINANCIAL COMPANIES LLLP

Position in BRO — Brown & Brown, Inc.

CIK 815917 DES PERES, MO

Position in BRO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$111,387,548

+$105,443,283 QoQ

Shares Held

1,708,136

+2190.2% QoQ

Ownership

0.504%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 99.63685561337037.ToString("F0")% Shared 0.ToString("F0")% None 0.36314438662963605.ToString("F0")%

Financial Services · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $387,332,326 across 15 Insurance Brokers names. BRO ranks #2 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	723,789	$125,541,201
2	BRO	Brown & Brown, Inc. This page	1,708,136	$111,387,548
3	AON	Aon plc	259,033	$83,610,671
4	AJG	Arthur J. Gallagher & Co.	222,038	$48,088,989
5	WTW	Willis Towers Watson PLC	51,366	$14,932,095
6	GSHD	Goosehead Insurance, Inc.	63,986	$2,729,642
7	BWIN	Baldwin Insurance Group, Inc.	17,241	$378,267
8	NP	Neptune Insurance Holdings Inc.	14,991	$362,632

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$111,387,548	1,708,136	+2190.2%	Shares	Sole	2026-05-15
2025-12-31	$5,944,265	74,583	+0.6%	Shares	Sole	2026-02-17
2025-09-30	$6,952,089	74,124	+46.4%	Shares	Sole	2025-11-04
2025-06-30	$5,612,017	50,618	+809.6%	Shares	Sole	2025-08-13
2025-03-31	$692,285	5,565	+42.1%	Shares	Sole	2025-05-28
2024-12-31	$399,611	3,917	+83.9%	Shares	Sole	2025-02-06
2024-09-30	$220,667	2,130	+454.7%	Shares	Sole	2024-11-12
2024-06-30	$34,332	384	+190.9%	Shares	Sole	2024-08-14
2024-03-31	$11,555	132	+34.7%	Shares	Sole	2024-05-14
2022-12-31	$5,583	98	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.