Atlantic Union Bankshares Corp

Position in BRO — Brown & Brown, Inc.

CIK 883948 GLEN ALLEN, VA

Position in BRO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,437

-$12,690 QoQ

Shares Held

-83.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#753

of 800 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atlantic Union Bankshares Corp holds $5,897,351 across 5 Insurance Brokers names. BRO ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	19,337	$4,439,194
2	MRSH	Marsh & Mclennan Companies, Inc.	4,627	$771,182
3	WTW	Willis Towers Watson PLC	2,133	$557,502
4	AON	Aon plc	383	$127,036
5	BRO	Brown & Brown, Inc. This page	38	$2,437

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,437	38	-83.6%	Shares	Sole	2026-08-11
2026-03-31	$15,127	232	+510.5%	Shares	Sole	2026-05-12
2025-12-31	$3,028	38	0.0%	Shares	Sole	2026-02-04
2025-09-30	$3,564	38	0.0%	Shares	Sole	2025-11-04
2025-06-30	$4,213	38	—	Shares	Sole	2025-08-06
No filing history on record for this holder in this stock.