Position in BRO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$11,803
+$11,798 QoQ
Shares Held
184
+116.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#693
of 800 holders
Holding Since
Jun 2023
13 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, 2026Avion Wealth holds $57,262 across 9 Insurance Brokers names. BRO ranks #1 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
184 | $11,803 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
70 | $11,666 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
48 | $11,019 | |
| 4 | AON |
Aon plc
|
31 | $10,282 | |
| 5 | WTW |
Willis Towers Watson PLC
|
16 | $4,181 | |
| 6 | CRVL |
Corvel Corp
|
61 | $3,813 | |
| 7 | ERIE |
Erie Indemnity Co
|
8 | $1,918 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
27 | $1,309 |
All Filings in BRO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,803 | 184 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5 | 85 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3 | 50 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4 | 47 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,097 | 55 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4 | 45 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4 | 45 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3 | 37 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2 | 32 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2 | 14 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $995 | 14 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,675 | 24 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $619 | 9 | Shares | Other | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||