GREENLEAF TRUST

Position in BRO — Brown & Brown, Inc.

CIK 1162170 KALAMAZOO, MI

Position in BRO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$478,494

-$413,904 QoQ

Shares Held

7,459

-45.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#466

of 800 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Financial Services · as of Jun 30, 2026

GREENLEAF TRUST holds $3,620,835 across 5 Insurance Brokers names. BRO ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	7,282	$1,213,690
2	AON	Aon plc	3,342	$1,108,507
3	AJG	Arthur J. Gallagher & Co.	2,549	$585,173
4	BRO	Brown & Brown, Inc. This page	7,459	$478,494
5	WTW	Willis Towers Watson PLC	899	$234,971

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,494	7,459	-45.5%	Shares	Sole	2026-07-21
2026-03-31	$892,398	13,685	-9.7%	Shares	Sole	2026-04-27
2025-12-31	$1,207,295	15,148	+1.4%	Shares	Sole	2026-01-21
2025-09-30	$1,401,222	14,940	-1.9%	Shares	Sole	2025-10-22
2025-06-30	$1,687,884	15,224	-1.4%	Shares	Sole	2025-07-17
2025-03-31	$1,920,860	15,441	-0.2%	Shares	Sole	2025-04-30
2024-12-31	$1,578,759	15,475	+0.9%	Shares	Defined	2025-01-24
2024-09-30	$1,588,809	15,336	+290.7%	Shares	Defined	2024-10-22
2024-06-30	$350,934	3,925	+3.0%	Shares	Defined	2024-07-22
2024-03-31	$333,527	3,810	+1.8%	Shares	Defined	2024-04-29
2023-12-31	$266,022	3,741	-6.7%	Shares	Defined	2024-01-31
2023-09-30	$280,058	4,010	+18.4%	Shares	Defined	2023-11-09
2023-06-30	$233,161	3,387	-3.0%	Shares	Defined	2023-08-09
2022-09-30	$211,075	3,490	+25.7%	Shares	Defined	2022-11-10
2022-03-31	$200,621	2,776	—	Shares	Defined	2022-04-27
No filing history on record for this holder in this stock.