Wealthspire Retirement, LLC
PensionPosition in BRO — Brown & Brown, Inc.
CIK 2040084
ALISO VIEJO, CA
Position in BRO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$429,676
-$6,057 QoQ
Shares Held
6,698
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#482
of 800 holders
Holding Since
Mar 2022
18 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, 2026Wealthspire Retirement, LLC holds $4,078,597 across 2 Insurance Brokers names. BRO ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
11,001 | $3,648,921 | |
| 2 | BRO |
Brown & Brown, Inc.
This page
|
6,698 | $429,676 |
All Filings in BRO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,676 | 6,698 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $435,733 | 6,682 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $536,779 | 6,735 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $629,330 | 6,710 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $743,161 | 6,703 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $830,992 | 6,680 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $681,493 | 6,680 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $692,048 | 6,680 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $597,258 | 6,680 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $584,767 | 6,680 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $510,569 | 7,180 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $501,451 | 7,180 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $524,010 | 7,612 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $463,953 | 8,080 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $511,590 | 8,980 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $550,851 | 9,108 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $531,360 | 9,108 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $658,235 | 9,108 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||