AXXCESS WEALTH MANAGEMENT, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1911056 CARLSBAD, CA

Position in BRO

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

Position Value

$425,122

-$110,382 QoQ

Shares Held

6,627

-1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#484

of 800 holders

Holding Since

Jun 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $6,708,658 across 4 Insurance Brokers names. BRO ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	20,527	$3,421,235
2	AON	Aon plc	6,578	$2,181,856
3	AJG	Arthur J. Gallagher & Co.	2,964	$680,445
4	BRO	Brown & Brown, Inc. This page	6,627	$425,122

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,122	6,627	-1.4%	Shares	Sole	2026-07-28
2025-12-31	$535,504	6,719	+52.5%	Shares	Sole	2026-02-19
2025-06-30	$488,382	4,405	+3.6%	Shares	Sole	2025-07-28
2025-03-31	$529,073	4,253	+103.6%	Shares	Sole	2025-04-30
2024-12-31	$213,119	2,089	-5.4%	Shares	Sole	2025-02-10
2024-09-30	$228,748	2,208	-24.5%	Shares	Sole	2024-11-04
2023-09-30	$204,351	2,926	-1.6%	Shares	Sole	2023-11-14
2023-06-30	$204,661	2,973	—	Shares	Sole	2023-08-08
No filing history on record for this holder in this stock.