HB Wealth Management, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1911253 Atlanta, GA

Position in BRO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,437,922

+$467,793 QoQ

Shares Held

22,415

+50.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#322

of 807 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HB Wealth Management, LLC holds $16,257,777 across 9 Insurance Brokers names. BRO ranks #6 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	9,279	$3,077,751
2	AJG	Arthur J. Gallagher & Co.	12,157	$2,790,882
3	BWIN	Baldwin Insurance Group, Inc.	103,226	$2,743,747
4	MRSH	Marsh & Mclennan Companies, Inc.	16,262	$2,710,387
5	RYAN	Ryan Specialty Holdings, Inc.	56,983	$2,151,678
6	BRO	Brown & Brown, Inc. This page	22,415	$1,437,922
7	WTW	Willis Towers Watson PLC	3,245	$848,145
8	ERIE	Erie Indemnity Co	1,105	$264,923

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,437,922	22,415	+50.7%	Shares	Sole	2026-07-29
2026-03-31	$970,129	14,877	+6.8%	Shares	Sole	2026-04-27
2025-12-31	$1,109,902	13,926	-21.7%	Shares	Sole	2026-01-28
2025-09-30	$1,667,398	17,778	+26.9%	Shares	Sole	2025-10-23
2025-06-30	$1,553,177	14,009	+4.1%	Shares	Sole	2025-07-17
2025-03-31	$1,674,797	13,463	+118.8%	Shares	Sole	2025-05-07
2024-12-31	$627,627	6,152	+18.5%	Shares	Sole	2025-01-15
2024-09-30	$537,787	5,191	+10.6%	Shares	Sole	2024-10-15
2024-06-30	$419,601	4,693	+31.2%	Shares	Sole	2024-07-26
2024-03-31	$313,218	3,578	+1.5%	Shares	Sole	2024-04-30
2023-12-31	$250,733	3,526	+17.7%	Shares	Sole	2024-01-16
2023-09-30	$209,310	2,997	—	Shares	Sole	2023-10-13
No filing history on record for this holder in this stock.