Triangle Securities Wealth Management

SEC CIK: 0001541353
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

BRO holding history

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

BRO overview All 13F holders of BRO Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of BRO by Triangle Securities Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−3,871−100.0%	Sold out	Holders
Q3 2025	3,871	$363.1K	0.1%	+1,010+35.3%	Added	Holders
Q2 2025	2,861	$317.2K	0.1%	+2,861	New	Holders