Ashton Thomas Private Wealth, LLC

Position in BRO — Brown & Brown, Inc.

CIK 2019663 SCOTTSDALE, AZ

Position in BRO

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

Position Value

$215,993

-$13,089 QoQ

Shares Held

3,367

-4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#586

of 800 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ashton Thomas Private Wealth, LLC holds $4,054,208 across 4 Insurance Brokers names. BRO ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	12,646	$2,107,708
2	AON	Aon plc	2,972	$985,782
3	AJG	Arthur J. Gallagher & Co.	3,244	$744,725
4	BRO	Brown & Brown, Inc. This page	3,367	$215,993

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,993	3,367	-4.2%	Shares	Sole	2026-07-29
2026-03-31	$229,082	3,513	-19.5%	Shares	Sole	2026-05-11
2025-12-31	$347,731	4,363	-27.5%	Shares	Sole	2026-01-29
2025-09-30	$564,334	6,017	+36.0%	Shares	Sole	2025-11-04
2025-06-30	$490,378	4,423	+33.8%	Shares	Sole	2025-08-01
2025-03-31	$411,142	3,305	+22.7%	Shares	Sole	2025-05-16
2024-12-31	$274,841	2,694	+1.7%	Shares	Sole	2025-02-07
2024-09-30	$274,332	2,648	+8.8%	Shares	Sole	2024-11-05
2024-06-30	$217,534	2,433	+0.6%	Shares	Sole	2024-08-07
2024-03-31	$211,671	2,418	-65.4%	Shares	Sole	2024-04-22
2020-03-31	$253,177	6,990	—	Shares	Sole	2024-04-22
No filing history on record for this holder in this stock.