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Livermore
Livermore
ZHEN

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

BRO holding history

Brown & Brown, Inc. in every 13F filed by Mattern 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q2 2021
Holdings of BRO by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,878−100.0%Sold outHolders
Q4 20252,878$229.4K<0.1%00.0%UnchangedHolders
Q3 20252,878$269.9K0.1%00.0%UnchangedHolders
Q2 20252,878$319.1K0.1%00.0%UnchangedHolders
Q1 20252,878$358.1K0.1%00.0%UnchangedHolders
Q4 20242,878$293.6K0.1%00.0%UnchangedHolders
Q3 20242,878$298.2K0.1%−88−3.0%ReducedHolders
Q2 20242,966$265.2K0.1%00.0%UnchangedHolders
Q1 20242,966$259.7K0.1%−654−18.1%ReducedHolders
Q4 20233,620$257.4K0.1%−46−1.3%ReducedHolders
Q3 20233,666$256.1K0.1%−144−3.8%ReducedHolders
Q2 20233,810$262.3K0.1%00.0%UnchangedHolders
Q1 20233,810$218.8K0.1%00.0%UnchangedHolders
Q4 20223,810$217.1K0.1%−100−2.6%ReducedHolders
Q3 20223,910$236.0K0.1%00.0%UnchangedHolders
Q2 20223,910$228.0K0.1%00.0%UnchangedHolders
Q1 20223,910$283.0K0.1%00.0%UnchangedHolders
Q4 20213,910$275.0K0.1%−74−1.9%ReducedHolders
Q3 20213,984$221.0K0.1%00.0%UnchangedHolders
Q2 20213,984$214.0K0.1%+3,984NewHolders