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VisionPoint Advisory Group, LLC

SEC CIK
0001750924
Latest filing
Jul 7, 2026

BRO holding history

Brown & Brown, Inc. in every 13F filed by VisionPoint Advisory Group, 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 (Q2 2026)
9,488
Value
$608.7K
% of portfolio
0.1%
Quarters held
3
Since Q2 2024
Holdings of BRO by VisionPoint Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,488$608.7K0.1%+1,820+23.7%AddedHolders
Q1 20267,668$500.0K0.1%+7,668NewHolders
Q3 20240$00.0%−12−100.0%Sold outHolders
Q2 202412$1.07K<0.1%+12NewHolders