RWA WEALTH PARTNERS, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1544576 BOSTON, MA

Position in BRO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$381,307

-$6,301 QoQ

Shares Held

5,944

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#505

of 800 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $2,070,879 across 4 Insurance Brokers names. BRO ranks #3 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	5,699	$949,852
2	AJG	Arthur J. Gallagher & Co.	2,062	$473,373
3	BRO	Brown & Brown, Inc. This page	5,944	$381,307
4	AON	Aon plc	803	$266,347

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$381,307	5,944	0.0%	Shares	Sole	2026-08-07
2026-03-31	$387,608	5,944	0.0%	Shares	Sole	2026-05-13
2025-12-31	$473,736	5,944	+1.0%	Shares	Sole	2026-02-12
2025-09-30	$552,235	5,888	0.0%	Shares	Sole	2025-11-10
2025-06-30	$652,802	5,888	0.0%	Shares	Sole	2025-08-06
2025-03-31	$732,467	5,888	-1.4%	Shares	Sole	2025-05-13
2024-12-31	$609,365	5,973	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.