Pinnacle Wealth Planning Services, Inc.
Position in BRO — Brown & Brown, Inc.
CIK 1726752
MANSFIELD, OH
Position in BRO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$151,009
+$53,716 QoQ
Shares Held
2,354
+57.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#607
of 800 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,692,519 across 9 Insurance Brokers names. BRO ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
6,783 | $1,557,173 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,880 | $480,009 | |
| 3 | AON |
Aon plc
|
847 | $280,941 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
2,354 | $151,009 | |
| 5 | CRVL |
Corvel Corp
|
1,976 | $123,539 | |
| 6 | WTW |
Willis Towers Watson PLC
|
195 | $50,967 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
920 | $44,620 | |
| 8 | ERIE |
Erie Indemnity Co
|
16 | $3,836 |
All Filings in BRO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,009 | 2,354 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $97,293 | 1,492 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $81,772 | 1,026 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $853 | 18 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||