EVERGREEN CAPITAL MANAGEMENT LLC

Position in BRO — Brown & Brown, Inc.

CIK 1260824 Bellevue, WA

Position in BRO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$952,562

+$578,323 QoQ

Shares Held

14,849

+158.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#373

of 800 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 2% Shared 98% None 0%

Financial Services · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $4,961,675 across 6 Insurance Brokers names. BRO ranks #2 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	8,867	$1,477,862
2	BRO	Brown & Brown, Inc. This page	14,849	$952,562
3	AON	Aon plc	2,796	$927,404
4	AJG	Arthur J. Gallagher & Co.	3,367	$772,962
5	ERIE	Erie Indemnity Co	2,034	$487,651
6	CRVL	Corvel Corp	5,490	$343,234

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$952,562	14,849	+158.7%	Shares	Other	2026-07-23
2026-03-31	$374,239	5,739	+87.2%	Shares	Sole	2026-05-14
2025-12-31	$244,279	3,065	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.