Activest Wealth Management

Position in BRO — Brown & Brown, Inc.

CIK 1883134 AVENTURA, FL

Position in BRO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$898

-$5,854 QoQ

Shares Held

-80.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#773

of 800 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Activest Wealth Management holds $7,945 across 6 Insurance Brokers names. BRO ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	11	$2,525
2	AON	Aon plc	6	$1,990
3	ERIE	Erie Indemnity Co	6	$1,438
4	BRO	Brown & Brown, Inc. This page	14	$898
5	MRSH	Marsh & Mclennan Companies, Inc.	5	$833
6	WTW	Willis Towers Watson PLC	1	$261

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$898	14	-80.6%	Shares	Sole	2026-07-16
2025-09-30	$6,752	72	+63.6%	Shares	Sole	2025-11-03
2025-06-30	$4,878	44	-8.3%	Shares	Sole	2025-07-29
2025-03-31	$5,971	48	+4700.0%	Shares	Sole	2025-05-15
2024-12-31	$102	1	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.