Quaker Wealth Management, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1733472 MOORESTOWN, NJ

Back to BRO Full portfolio

Position in BRO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$128

-$654 QoQ

Shares Held

-83.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#794

of 800 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BRO Over Time

Shares Held

Position Value (USD)

Derivatives in BRO

reported options exposure · as of Mar 31, 2025

CallValue

CallShares

PutValue

$248

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Quaker Wealth Management, LLC holds $5,426 across 6 Insurance Brokers names. BRO ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	9	$2,066
2	AON	Aon plc	5	$1,658
3	ERIE	Erie Indemnity Co	3	$719
4	WTW	Willis Towers Watson PLC	2	$522
5	MRSH	Marsh & Mclennan Companies, Inc.	2	$333
6	BRO	Brown & Brown, Inc. This page	2	$128

All Filings in BRO

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$128	2	-83.3%	Shares	Sole	2026-07-24
2026-03-31	$782	12	+9.1%	Shares	Sole	2026-04-10
2025-12-31	$876	11	+22.2%	Shares	Sole	2026-01-28
2025-09-30	$844	9	+80.0%	Shares	Sole	2025-11-05
2025-06-30	$554	5	—	Shares	Sole	2025-08-04
2025-03-31	$248	2	—	Put	Sole	2025-05-29
No filing history on record for this holder in this stock.