KEYBANK NATIONAL ASSOCIATION/OH

Bank

Position in BRO — Brown & Brown, Inc.

CIK 1089877 BROOKLYN, OH

Back to BRO Full portfolio

Position in BRO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$24,773,831

+$5,185,596 QoQ

Shares Held

386,186

+28.6% QoQ

Ownership

0.115%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#82

of 800 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 4% None 7%

Common Shares in BRO Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

KEYBANK NATIONAL ASSOCIATION/OH holds $33,021,640 across 5 Insurance Brokers names. BRO ranks #1 (75.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc. This page	386,186	$24,773,831
2	MRSH	Marsh & Mclennan Companies, Inc.	21,164	$3,527,403
3	AON	Aon plc	7,167	$2,377,221
4	AJG	Arthur J. Gallagher & Co.	7,356	$1,688,716
5	WTW	Willis Towers Watson PLC	2,504	$654,469

All Filings in BRO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,773,831	386,186	+28.6%	Shares	Defined	2026-07-28
2026-03-31	$19,588,235	300,387	+1864.7%	Shares	Defined	2026-04-24
2025-12-31	$1,218,532	15,289	-4.0%	Shares	Defined	2026-01-30
2025-09-30	$1,494,261	15,932	+4.4%	Shares	Defined	2025-11-04
2025-06-30	$1,691,321	15,255	-10.9%	Shares	Defined	2025-08-04
2025-03-31	$2,130,225	17,124	-14.0%	Shares	Defined	2025-04-28
2024-12-31	$2,032,238	19,920	-4.6%	Shares	Defined	2025-02-06
2024-09-30	$2,163,064	20,879	-2.5%	Shares	Defined	2024-10-31
2024-06-30	$1,914,535	21,413	-0.9%	Shares	Defined	2024-07-31
2024-03-31	$1,890,863	21,600	+8.6%	Shares	Defined	2024-05-14
2023-12-31	$1,413,737	19,881	+21.5%	Shares	Defined	2024-02-13
2023-09-30	$1,142,372	16,357	+7.0%	Shares	Defined	2023-11-08
2023-06-30	$1,052,494	15,289	-5.9%	Shares	Defined	2023-08-01
2023-03-31	$932,500	16,240	-9.1%	Shares	Defined	2023-05-10
2022-12-31	$1,018,110	17,871	-16.3%	Shares	Defined	2023-01-31
2022-09-30	$1,291,550	21,355	-9.2%	Shares	Defined	2022-10-27
2022-06-30	$1,372,740	23,530	+13.7%	Shares	Defined	2022-08-08
2022-03-31	$1,495,194	20,689	-39.1%	Shares	Defined	2022-04-28
2021-12-31	$2,387,130	33,966	+55.7%	Shares	Defined	2022-02-07
2021-09-30	$1,209,309	21,809	+10.4%	Shares	Defined	2021-11-08
2021-06-30	$1,049,993	19,759	-13.4%	Shares	Defined	2021-08-12
2021-03-31	$1,043,193	22,822	+17.9%	Shares	Defined	2021-09-03
2020-12-31	$917,715	19,357	-10.0%	Shares	Defined	2021-02-09
2020-09-30	$973,169	21,497	-24.5%	Shares	Defined	2020-10-29
2020-06-30	$1,160,355	28,468	-10.7%	Shares	Defined	2020-08-10
2020-03-31	$1,155,055	31,890	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.