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Talon Private Wealth, LLC

SEC CIK
0001990467
Latest filing
Sep 11, 2026

BRO holding history

Brown & Brown, Inc. in every 13F filed by Talon Private Wealth, 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)
6,735
Value
$432.1K
% of portfolio
0.1%
Quarters held
6
Since Q3 2024
Holdings of BRO by Talon Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,735$432.1K0.1%00.0%UnchangedHolders
Q1 20266,735$439.2K0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20256,735$746.7K0.1%00.0%UnchangedHolders
Q1 20256,735$837.8K0.1%00.0%UnchangedHolders
Q4 20246,735$687.1K0.1%00.0%UnchangedHolders
Q3 20246,735$697.7K0.1%–No prior filingHolders