Silver Grove Financial Group, Inc.
Position in BRO — Brown & Brown, Inc.
CIK 2111172
ORCHARD PARK, NY
Position in BRO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,992
New position
Shares Held
109
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#723
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, 2026Silver Grove Financial Group, Inc. holds $243,769 across 8 Insurance Brokers names. BRO ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
454 | $75,668 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
250 | $57,392 | |
| 3 | AON |
Aon plc
|
157 | $52,075 | |
| 4 | WTW |
Willis Towers Watson PLC
|
130 | $33,978 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
312 | $8,292 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
109 | $6,992 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
129 | $6,256 | |
| 8 | ERIE |
Erie Indemnity Co
|
13 | $3,116 |
All Filings in BRO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,992 | 109 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||