Brookstone Capital Management

Position in BRO — Brown & Brown, Inc.

CIK 1599584 WHEATON, IL

Position in BRO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$491,517

+$10,333 QoQ

Shares Held

7,662

+3.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#464

of 800 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Brookstone Capital Management holds $2,104,389 across 3 Insurance Brokers names. BRO ranks #3 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	4,266	$979,345
2	AON	Aon plc	1,910	$633,527
3	BRO	Brown & Brown, Inc. This page	7,662	$491,517

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,517	7,662	+3.8%	Shares	Sole	2026-07-15
2026-03-31	$481,184	7,379	-1.4%	Shares	Sole	2026-04-16
2025-12-31	$596,474	7,484	-80.5%	Shares	Sole	2026-01-15
2025-09-30	$3,600,973	38,394	+31.2%	Shares	Sole	2025-10-15
2025-06-30	$3,244,832	29,267	+271.3%	Shares	Sole	2025-07-30
2025-03-31	$980,645	7,883	+4.4%	Shares	Sole	2025-04-29
2024-12-31	$770,353	7,551	+0.9%	Shares	Sole	2025-01-13
2024-09-30	$775,653	7,487	-2.6%	Shares	Sole	2024-10-08
2024-06-30	$687,026	7,684	-23.3%	Shares	Sole	2024-07-18
2024-03-31	$876,538	10,013	+44.8%	Shares	Sole	2024-04-15
2023-12-31	$491,867	6,917	+0.5%	Shares	Sole	2024-01-11
2023-09-30	$480,569	6,881	-2.7%	Shares	Sole	2023-10-20
2023-06-30	$486,767	7,071	+1.1%	Shares	Sole	2023-07-11
2023-03-31	$401,595	6,994	+2.7%	Shares	Sole	2023-04-19
2022-12-31	$387,965	6,810	0.0%	Shares	Sole	2023-01-09
2022-09-30	$411,868	6,810	0.0%	Shares	Sole	2022-10-14
2022-06-30	$397,295	6,810	-0.4%	Shares	Sole	2022-07-11
2022-03-31	$494,182	6,838	+0.3%	Shares	Sole	2022-04-12
2021-12-31	$479,169	6,818	0.0%	Shares	Sole	2022-01-11
2021-09-30	$378,058	6,818	0.0%	Shares	Sole	2021-11-03
2021-06-30	$362,308	6,818	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.