Position in BRO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$973,861
+$96,852 QoQ
Shares Held
15,181
+12.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#368
of 800 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026WEDBUSH SECURITIES INC holds $1,263,426 across 2 Insurance Brokers names. BRO ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
15,181 | $973,861 | |
| 2 | AON |
Aon plc
|
873 | $289,565 |
All Filings in BRO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $973,861 | 15,181 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $877,009 | 13,449 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,020,319 | 12,802 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,138,798 | 12,142 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,315,361 | 11,864 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,368,026 | 10,997 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,191,491 | 11,679 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,237,294 | 11,943 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,359,657 | 15,207 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,366,586 | 15,611 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $879,275 | 12,365 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $860,847 | 12,326 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $862,427 | 12,528 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $687,202 | 11,968 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $605,591 | 10,630 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $644,172 | 10,651 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $606,152 | 10,390 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $822,866 | 11,386 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $845,187 | 12,026 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $674,881 | 12,171 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $657,926 | 12,381 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $571,832 | 12,510 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $601,822 | 12,694 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $587,514 | 12,978 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $536,401 | 13,160 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $471,620 | 13,021 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||