Aventura Private Wealth, LLC

Position in BRO — Brown & Brown, Inc.

CIK 2074418 AVENTURA, FL

Position in BRO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$641

-$11 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#778

of 800 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $430,397 across 6 Insurance Brokers names. BRO ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,633	$374,887
2	MRSH	Marsh & Mclennan Companies, Inc.	246	$41,000
3	CRVL	Corvel Corp	132	$8,252
4	AON	Aon plc	13	$4,311
5	WTW	Willis Towers Watson PLC	5	$1,306
6	BRO	Brown & Brown, Inc. This page	10	$641

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$641	10	0.0%	Shares	Sole	2026-07-15
2026-03-31	$652	10	0.0%	Shares	Sole	2026-05-06
2025-12-31	$797	10	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.