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Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

BRO holding history

Brown & Brown, Inc. in every 13F filed by Basepoint 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)
433
Value
$27.8K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of BRO by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026433$27.8K<0.1%+100+30.0%AddedHolders
Q1 2026333$21.7K<0.1%00.0%UnchangedHolders
Q4 2025333$26.5K<0.1%+333NewHolders