ELEVATION POINT WEALTH PARTNERS, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1744349 DENVER, CO

Position in BRO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$247,298

+$35,757 QoQ

Shares Held

3,855

+18.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#570

of 800 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $10,336,416 across 5 Insurance Brokers names. BRO ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	34,419	$5,736,614
2	AON	Aon plc	10,780	$3,575,618
3	AJG	Arthur J. Gallagher & Co.	1,797	$412,537
4	WTW	Willis Towers Watson PLC	1,394	$364,349
5	BRO	Brown & Brown, Inc. This page	3,855	$247,298

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247,298	3,855	+18.8%	Shares	Sole	2026-08-12
2026-03-31	$211,541	3,244	-30.1%	Shares	Sole	2026-04-27
2025-06-30	$514,325	4,639	-32.2%	Shares	Sole	2026-02-03
2025-03-31	$851,393	6,844	-18.5%	Shares	Sole	2026-02-03
2024-12-31	$856,865	8,399	-0.2%	Shares	Sole	2026-02-03
2024-09-30	$871,794	8,415	-4.3%	Shares	Sole	2026-02-03
2024-06-30	$786,271	8,794	-4.7%	Shares	Sole	2026-02-03
2024-03-31	$807,468	9,224	+60.2%	Shares	Sole	2026-02-03
2023-12-31	$409,380	5,757	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.