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Livermore
Livermore
ZHEN

Procyon Private Wealth Partners, LLC

SEC CIK
0001804329
Latest filing
Jul 9, 2026

BRO holding history

Brown & Brown, Inc. in every 13F filed by Procyon Private Wealth Partners, 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
20
Since Q1 2021
Holdings of BRO by Procyon Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,755−100.0%Sold outHolders
Q4 20252,755$219.6K<0.1%−54−1.9%ReducedHolders
Q3 20252,809$263.5K<0.1%−728−20.6%ReducedHolders
Q2 20253,537$392.1K<0.1%−19,867−84.9%ReducedHolders
Q1 202523,404$2.91M0.2%+632+2.8%AddedHolders
Q4 202422,772$2.32M0.1%−1,297−5.4%ReducedHolders
Q3 202424,069$2.49M0.2%−107−0.4%ReducedHolders
Q2 202424,176$2.16M0.2%+2,123+9.6%AddedHolders
Q1 202422,053$1.93M0.1%+51+0.2%AddedHolders
Q4 202322,002$1.56M0.1%+630+2.9%AddedHolders
Q3 202321,372$1.49M0.2%+8,045+60.4%AddedHolders
Q2 202313,327$917.4K0.1%+4,766+55.7%AddedHolders
Q1 20238,561$491.6K0.1%00.0%UnchangedHolders
Q4 20228,561$487.7K0.1%−449−5.0%ReducedHolders
Q3 20229,010$545.0K0.1%00.0%UnchangedHolders
Q2 20229,010$526.0K0.1%00.0%UnchangedHolders
Q1 20229,010$651.0K0.1%00.0%UnchangedHolders
Q4 20219,010$633.0K0.1%+3,577+65.8%AddedHolders
Q3 20215,433$301.0K0.1%00.0%UnchangedHolders
Q2 20215,433$289.0K0.1%00.0%UnchangedHolders
Q1 20215,433$248.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.