Position in BRO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,799
+$5,626 QoQ
Shares Held
106
+488.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#725
of 800 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $419,426 across 7 Insurance Brokers names. BRO ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
967 | $221,994 | |
| 2 | AON |
Aon plc
|
503 | $166,840 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
108 | $18,000 | |
| 4 | BRO |
Brown & Brown, Inc.
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|
106 | $6,799 | |
| 5 | WTW |
Willis Towers Watson PLC
|
11 | $2,875 | |
| 6 | ERIE |
Erie Indemnity Co
|
8 | $1,918 | |
| 7 | CRVL |
Corvel Corp
|
16 | $1,000 |
All Filings in BRO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,799 | 106 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,173 | 18 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,136 | 77 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,910 | 95 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,087 | 100 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $141,940 | 1,141 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $116,608 | 1,143 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $118,414 | 1,143 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $103,805 | 1,161 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $101,108 | 1,155 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $81,634 | 1,148 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $79,268 | 1,135 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $77,926 | 1,132 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $59,142 | 1,030 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $14,071 | 247 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $13,849 | 229 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $60,848 | 1,043 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $74,293 | 1,028 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $57,207 | 814 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $88,720 | 1,600 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $85,024 | 1,600 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $73,775 | 1,614 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||