HANTZ FINANCIAL SERVICES, INC.

Position in BRO — Brown & Brown, Inc.

CIK 1071061 SOUTHFIELD, MI

Position in BRO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$741,638

+$444,085 QoQ

Shares Held

11,561

+153.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#407

of 800 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HANTZ FINANCIAL SERVICES, INC. holds $20,181,362 across 8 Insurance Brokers names. BRO ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	50,282	$8,380,500
2	AJG	Arthur J. Gallagher & Co.	22,573	$5,182,083
3	AON	Aon plc	14,673	$4,866,887
4	BRO	Brown & Brown, Inc. This page	11,561	$741,638
5	ERIE	Erie Indemnity Co	1,628	$390,313
6	CRVL	Corvel Corp	5,473	$342,171
7	WTW	Willis Towers Watson PLC	895	$233,926
8	GSHD	Goosehead Insurance, Inc.	904	$43,844

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$741,638	11,561	+153.4%	Shares	Sole	2026-08-13
2026-03-31	$297,553	4,563	-93.1%	Shares	Sole	2026-05-01
2025-12-31	$5,281,798	66,271	-15.9%	Shares	Sole	2026-02-09
2025-09-30	$7,391,683	78,811	-13.8%	Shares	Sole	2025-11-05
2025-06-30	$10,133,074	91,396	-12.1%	Shares	Sole	2025-08-04
2025-03-31	$12,932,002	103,955	-3.2%	Shares	Sole	2025-05-12
2024-12-31	$10,954,907	107,380	+0.1%	Shares	Sole	2025-01-23
2024-09-30	$11,108,613	107,226	-0.6%	Shares	Sole	2024-11-14
2024-06-30	$9,643,494	107,857	+0.5%	Shares	Sole	2024-07-30
2024-03-31	$9,391,466	107,282	-4.6%	Shares	Sole	2024-08-06
2023-12-31	$7,997,172	112,462	+184263.9%	Shares	Sole	2024-08-06
2021-12-31	$4,287	61	—	Shares	Sole	2024-08-06
No filing history on record for this holder in this stock.