Dynasty Wealth Management, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1727599 ST. PETERSBURG, FL

Position in BRO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,459,348

New position

Shares Held

22,749

first reported quarter

Ownership

0.007%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#315

of 800 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Dynasty Wealth Management, LLC holds $4,481,350 across 4 Insurance Brokers names. BRO ranks #1 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc. This page	22,749	$1,459,348
2	AON	Aon plc	4,262	$1,413,662
3	AJG	Arthur J. Gallagher & Co.	5,889	$1,351,937
4	WTW	Willis Towers Watson PLC	981	$256,403

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,459,348	22,749	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.