Prestige Wealth Management Group LLC
Position in BRO — Brown & Brown, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,950
-$49 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#750
of 800 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $77,221 across 6 Insurance Brokers names. BRO ranks #4 (3.8% of the industry book) .
All Filings in BRO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,950 | 46 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,999 | 46 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,666 | 46 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,314 | 46 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $5,100 | 46 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $5,722 | 46 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $4,692 | 46 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $4,765 | 46 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $4,112 | 46 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $4,026 | 46 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $3,271 | 46 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $3,212 | 46 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $3,166 | 46 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $2,641 | 46 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $2,620 | 46 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $4,173 | 69 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $4,492 | 77 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $16,910 | 234 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $14,407 | 205 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $11,367 | 205 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $10,893 | 205 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $9,370 | 205 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $9,719 | 205 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $46,175 | 1,020 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $28,491 | 699 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $14,669 | 405 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||