Marks Group Wealth Management, Inc

Position in BRO — Brown & Brown, Inc.

CIK 1802473 MINNETONKA, MN

Position in BRO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,247,306

-$1,424,137 QoQ

Shares Held

66,209

-23.9% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#217

of 800 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 10% None 0%

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $16,898,329 across 5 Insurance Brokers names. BRO ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	25,435	$5,839,112
2	BRO	Brown & Brown, Inc. This page	66,209	$4,247,306
3	MRSH	Marsh & Mclennan Companies, Inc.	23,922	$3,987,078
4	AON	Aon plc	7,039	$2,334,765
5	WTW	Willis Towers Watson PLC	1,875	$490,068

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,247,306	66,209	-23.9%	Shares	Other	2026-07-28
2026-03-31	$5,671,443	86,972	+7.9%	Shares	Other	2026-05-05
2025-12-31	$6,423,899	80,601	-7.0%	Shares	Other	2026-02-11
2025-09-30	$8,128,497	86,667	-1.4%	Shares	Other	2025-11-10
2025-06-30	$9,745,583	87,901	+0.9%	Shares	Other	2025-07-22
2025-03-31	$10,836,608	87,111	-4.8%	Shares	Other	2025-05-01
2024-12-31	$9,335,033	91,502	-4.1%	Shares	Sole	2025-01-29
2024-09-30	$9,882,611	95,392	-4.5%	Shares	Other	2024-10-30
2024-06-30	$8,934,651	99,929	-7.9%	Shares	Other	2024-08-14
2024-03-31	$9,502,641	108,552	-1.3%	Shares	Other	2024-04-29
2023-12-31	$7,819,042	109,957	-1.2%	Shares	Other	2024-02-01
2023-09-30	$7,774,239	111,315	-1.2%	Shares	Other	2023-10-30
2023-06-30	$7,759,851	112,723	+0.8%	Shares	Other	2023-07-19
2023-03-31	$6,419,096	111,792	+2.1%	Shares	Other	2023-05-03
2022-12-31	$6,237,530	109,488	+1.4%	Shares	Other	2023-02-06
2022-09-30	$6,530,388	107,976	+1.7%	Shares	Other	2022-11-14
2022-06-30	$6,193,198	106,157	+2.0%	Shares	Other	2022-08-09
2022-03-31	$7,518,753	104,037	+6.0%	Shares	Other	2022-05-10
2021-12-31	$6,898,894	98,163	-9.3%	Shares	Sole	2022-03-03
2021-09-30	$6,001,519	108,233	-1.0%	Shares	Other	2021-11-15
2021-06-30	$5,807,829	109,293	-3.7%	Shares	Sole	2021-08-10
2021-03-31	$5,186,347	113,462	+5.9%	Shares	Other	2021-05-17
2020-12-31	$5,080,692	107,165	+0.2%	Shares	Sole	2021-02-08
2020-09-30	$4,843,209	106,985	+0.6%	Shares	Other	2020-11-10
2020-06-30	$4,332,909	106,303	-0.7%	Shares	Sole	2020-08-10
2020-03-31	$3,878,690	107,087	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.