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Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

BRO holding history

Brown & Brown, Inc. in every 13F filed by Jackson Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRO overviewAll 13F holders of BROFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2024
Holdings of BRO by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−30,113−100.0%Sold outHolders
Q2 202530,113$3.34M0.4%−602−2.0%ReducedHolders
Q1 202530,715$3.82M0.5%−520−1.7%ReducedHolders
Q4 202431,235$3.19M0.4%+1,059+3.5%AddedHolders
Q3 202430,176$3.13M0.4%+30,176NewHolders