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DRIVE WEALTH MANAGEMENT, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1952781 LEHI, UT

Position in BRO

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$366,809
New position
Shares Held
5,718
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#511
of 800 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

DRIVE WEALTH MANAGEMENT, LLC holds $1,344,751 across 4 Insurance Brokers names. BRO ranks #2 (27.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 BRO
Brown & Brown, Inc.
This page
5,718 $366,809

All Filings in BRO

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $366,809 5,718