Private Wealth Asset Management, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1883006 OMAHA, NE

Position in BRO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$72,553

-$1,199 QoQ

Shares Held

1,131

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#626

of 800 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Private Wealth Asset Management, LLC holds $1,900,520 across 5 Insurance Brokers names. BRO ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	4,183	$1,387,459
2	MRSH	Marsh & Mclennan Companies, Inc.	1,960	$326,673
3	LIFE	Ethos Technologies Inc.	5,263	$95,470
4	BRO	Brown & Brown, Inc. This page	1,131	$72,553
5	AJG	Arthur J. Gallagher & Co.	80	$18,365

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,553	1,131	0.0%	Shares	Sole	2026-08-11
2026-03-31	$73,752	1,131	-0.3%	Shares	Sole	2026-05-06
2025-12-31	$90,379	1,134	0.0%	Shares	Sole	2026-02-10
2025-09-30	$106,357	1,134	0.0%	Shares	Sole	2025-11-03
2025-06-30	$125,726	1,134	0.0%	Shares	Sole	2025-07-28
2025-03-31	$141,069	1,134	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.