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Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

BRO holding history

Brown & Brown, Inc. in every 13F filed by Mutual 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)
7,127
Value
$457.2K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of BRO by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,127$457.2K<0.1%+1,965+38.1%AddedHolders
Q1 20265,162$336.6K<0.1%+17+0.3%AddedHolders
Q4 20255,145$410.0K<0.1%−710−12.1%ReducedHolders
Q3 20255,855$519.8K<0.1%+1,764+43.1%AddedHolders
Q2 20254,091$422.9K<0.1%−99−2.4%ReducedHolders
Q1 20254,190$479.5K<0.1%+673+19.1%AddedHolders
Q4 20243,517$372.6K<0.1%+407+13.1%AddedHolders
Q3 20243,110$327.4K<0.1%+357+13.0%AddedHolders
Q2 20242,753$271.6K<0.1%+175+6.8%AddedHolders
Q1 20242,578$225.7K<0.1%+2,578NewHolders