Perigon Wealth Management, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in BRO

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

Position Value

$272,573

+$31,346 QoQ

Shares Held

4,249

+65.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#554

of 800 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $3,688,354 across 5 Insurance Brokers names. BRO ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	8,767	$1,461,195
2	AON	Aon plc	3,363	$1,115,473
3	AJG	Arthur J. Gallagher & Co.	2,733	$627,414
4	BRO	Brown & Brown, Inc. This page	4,249	$272,573
5	ERIE	Erie Indemnity Co	883	$211,699

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,573	4,249	+65.2%	Shares	Sole	2026-08-07
2025-09-30	$241,227	2,572	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.