Third View Private Wealth, LLC

SEC CIK: 0002083406
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

BRO holding history

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

Shares (Q2 2026): 16,902
Value: $1.08M
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of BRO by Third View Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,902	$1.08M	0.1%	−5,667−25.1%	Reduced	Holders
Q1 2026	22,569	$1.47M	0.2%	+2,704+13.6%	Added	Holders
Q4 2025	19,865	$1.58M	0.2%	–	No prior filing	Holders