Position in BRO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,277,269
+$5,937,656 QoQ
Shares Held
97,853
+1778.9% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#13
of 162 holders
Holding Since
Mar 2024
10 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, 2026Apollon Wealth Management, LLC holds $27,911,598 across 8 Insurance Brokers names. BRO ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
61,163 | $10,194,037 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
97,853 | $6,277,269 | |
| 3 | AON |
Aon plc
|
12,465 | $4,134,515 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
13,496 | $3,098,276 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
49,056 | $2,379,216 | |
| 6 | ERIE |
Erie Indemnity Co
|
4,690 | $1,124,427 | |
| 7 | WTW |
Willis Towers Watson PLC
|
1,723 | $450,340 | |
| 8 | CRVL |
Corvel Corp
|
4,055 | $253,518 |
All Filings in BRO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,277,269 | 97,853 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $339,613 | 5,208 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $248,026 | 3,112 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $237,194 | 2,529 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $289,592 | 2,612 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $344,339 | 2,768 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $282,187 | 2,766 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $260,243 | 2,512 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $272,342 | 3,046 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $230,405 | 2,632 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||