Position in BRO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$14,433
-$6,890 QoQ
Shares Held
225
-31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#679
of 800 holders
Holding Since
Mar 2026
2 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $266,843 across 7 Insurance Brokers names. BRO ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
476 | $79,334 | |
| 2 | AON |
Aon plc
|
221 | $73,303 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
301 | $69,100 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
672 | $17,861 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
225 | $14,433 | |
| 6 | ERIE |
Erie Indemnity Co
|
36 | $8,631 | |
| 7 | WTW |
Willis Towers Watson PLC
|
16 | $4,181 |
All Filings in BRO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,433 | 225 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $21,323 | 327 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||