Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

BRO holding history

Brown & Brown, Inc. in every 13F filed by Perigon 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 overview All 13F holders of BRO Full Q2 2026 holdings

Shares (Q2 2026): 4,249
Value: $272.6K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2025

Holdings of BRO by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,249	$272.6K	<0.1%	+4,249	New	Holders
Q4 2025	0	$0	0.0%	−2,572−100.0%	Sold out	Holders
Q3 2025	2,572	$241.2K	<0.1%	+2,572	New	Holders