MassMutual Private Wealth & Trust, FSB
Position in BRO — Brown & Brown, Inc.
CIK 1103653
Windsor, CT
Position in BRO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$84,357
-$416 QoQ
Shares Held
1,315
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 235 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $1,203,258 across 10 Insurance Brokers names. BRO ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,761 | $460,175 | |
| 2 | AON |
Aon plc
|
650 | $215,598 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
931 | $213,729 | |
| 4 | WTW |
Willis Towers Watson PLC
|
337 | $88,081 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
1,315 | $84,357 | |
| 6 | CRVL |
Corvel Corp
|
1,228 | $76,774 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
514 | $24,929 | |
| 8 | ERIE |
Erie Indemnity Co
|
91 | $21,817 |
All Filings in BRO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,357 | 1,315 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $84,773 | 1,300 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $113,014 | 1,418 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $82,816 | 883 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $98,674 | 890 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $88,821 | 714 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $72,434 | 710 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $88,267 | 852 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $81,899 | 916 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $62,591 | 715 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $50,488 | 710 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $44,627 | 639 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $36,485 | 530 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $26,470 | 461 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $18,914 | 332 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $20,744 | 343 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $18,610 | 319 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $3,613 | 50 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $2,811 | 40 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,218 | 40 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,125 | 40 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $2,797 | 59 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||