Position in BRO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,843,029
+$1,630,689 QoQ
Shares Held
28,730
+1169.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#290
of 800 holders
Holding Since
Sep 2022
7 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, 2026Wedmont Private Capital holds $5,434,157 across 6 Insurance Brokers names. BRO ranks #1 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
This page
|
28,730 | $1,843,029 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
6,696 | $1,537,200 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,783 | $797,182 | |
| 4 | AON |
Aon plc
|
1,713 | $568,184 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,486 | $388,395 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,252 | $300,167 |
All Filings in BRO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,843,029 | 28,730 | Shares | Sole | 2026-07-13 | |
| 2025-09-30 | $212,340 | 2,264 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $300,790 | 2,713 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $377,429 | 3,034 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $252,499 | 2,475 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $240,144 | 2,318 | Shares | Sole | 2024-10-08 | |
| 2022-09-30 | $273,369 | 4,520 | Shares | Sole | 2022-10-03 | |
| No filing history on record for this holder in this stock. | ||||||