ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
BankPosition in BRO — Brown & Brown, Inc.
CIK 109380
SALT LAKE CITY, UT
Position in BRO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$68,512
+$44,189 QoQ
Shares Held
1,068
+186.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#632
of 800 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ holds $1,902,524 across 9 Insurance Brokers names. BRO ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,583 | $856,755 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
|
15,004 | $398,806 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,285 | $380,840 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
494 | $113,407 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
1,068 | $68,512 | |
| 6 | WTW |
Willis Towers Watson PLC
|
173 | $45,217 | |
| 7 | ERIE |
Erie Indemnity Co
|
119 | $28,530 | |
| 8 | CRVL |
Corvel Corp
|
99 | $6,189 |
All Filings in BRO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,512 | 1,068 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $24,323 | 373 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $197,656 | 2,480 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,879 | 116 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $45,032 | 362 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||