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Clark Wealth Partners

SEC CIK
0002107657
Latest filing
Jul 28, 2026

BRO holding history

Brown & Brown, Inc. in every 13F filed by Clark Wealth Partners, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2024
Holdings of BRO by Clark Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−34−100.0%Sold outHolders
Q1 202634$2.22K<0.1%+34NewHolders
Q3 20250$00.0%−13−100.0%Sold outHolders
Q2 202513$1.44K<0.1%00.0%UnchangedHolders
Q1 202513$1.62K<0.1%00.0%UnchangedHolders
Q4 202413$1.33K<0.1%–No prior filingHolders