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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1631073 WASHINGTON, DC
Back to BRO Full portfolio

Position in BRO

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$898
-$1,188 QoQ
Shares Held
14
-56.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#772
of 800 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BRO Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $49,619 across 6 Insurance Brokers names. BRO ranks #5 (1.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 107 $17,833
2 AON
Aon plc
 42 $13,930
3 AJG
Arthur J. Gallagher & Co.
 44 $10,101
4 WTW
Willis Towers Watson PLC
 26 $6,795
5 BRO
Brown & Brown, Inc.
This page 		14 $898
6 CRVL
Corvel Corp
 1 $62

All Filings in BRO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $898 14
2026-03-31 $2,086 32
2025-12-31 $2,470 31
2025-09-30 $2,907 31
2025-06-30 $3,436 31
2025-03-31 $3,856 31
2024-12-31 $3,162 31
2024-09-30 $3,729 36
2024-06-30 $64,643 723
2024-03-31 $63,291 723
2023-12-31 $2,559 36
2023-09-30 $2,514 36
2023-06-30 $2,478 36
2023-03-31 $2,067 36
2022-12-31 $2,050 36
2022-09-30 $2,177 36
2022-06-30 $2,100 36
2022-03-31 $2,601 36
2021-12-31 $2,530 36
2021-09-30 $1,996 36
2021-06-30 $1,913 36
2021-03-31 $1,645 36
2020-12-31 $1,706 36
2020-09-30 $1,629 36
2020-06-30 $1,467 36
2020-03-31 $1,303 36

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