EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
BRO holding history
Brown & Brown, Inc. in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BRO overviewAll 13F holders of BROFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 13
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −7,145−100.0% | Sold out | Holders |
| Q1 2026 | 7,145 | $465.9K | <0.1% | −1,654−18.8% | Reduced | Holders |
| Q4 2025 | 8,799 | $701.3K | <0.1% | – | No prior filing | Holders |
| Q3 2025 | – | – | – | – | Not filed | Holders |
| Q2 2025 | 9,717 | $1.08M | <0.1% | +626+6.9% | Added | Holders |
| Q1 2025 | 9,091 | $1.13M | <0.1% | −275−2.9% | Reduced | Holders |
| Q4 2024 | 9,366 | $955.5K | <0.1% | −3,112−24.9% | Reduced | Holders |
| Q3 2024 | 12,478 | $1.29M | <0.1% | +753+6.4% | Added | Holders |
| Q2 2024 | 11,725 | $1.05M | <0.1% | +2,065+21.4% | Added | Holders |
| Q1 2024 | 9,660 | $845.6K | <0.1% | −390−3.9% | Reduced | Holders |
| Q4 2023 | 10,050 | $714.7K | <0.1% | +4,094+68.7% | Added | Holders |
| Q3 2023 | 5,956 | $416.0K | <0.1% | +5,956 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −3,071−100.0% | Sold out | Holders |
| Q1 2022 | 3,071 | $222.0K | <0.1% | −569−15.6% | Reduced | Holders |
| Q4 2021 | 3,640 | $256.0K | <0.1% | −58−1.6% | Reduced | Holders |
| Q3 2021 | 3,698 | $205.0K | <0.1% | +3,698 | New | Holders |