PRIVATE TRUST CO NA

Bank

Position in BRO — Brown & Brown, Inc.

CIK 1277557 CLEVELAND, OH

Position in BRO

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

Position Value

$68,768

-$7,984 QoQ

Shares Held

1,072

-8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#631

of 800 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PRIVATE TRUST CO NA holds $1,978,927 across 6 Insurance Brokers names. BRO ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	3,215	$1,066,383
2	MRSH	Marsh & Mclennan Companies, Inc.	2,547	$424,508
3	AJG	Arthur J. Gallagher & Co.	1,468	$337,008
4	WTW	Willis Towers Watson PLC	271	$70,831
5	BRO	Brown & Brown, Inc. This page	1,072	$68,768
6	BWIN	Baldwin Insurance Group, Inc.	430	$11,429

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,768	1,072	-8.9%	Shares	Defined	2026-07-28
2026-03-31	$76,752	1,177	+2.6%	Shares	Defined	2026-04-30
2025-12-31	$91,415	1,147	+13.1%	Shares	Defined	2026-01-26
2025-09-30	$95,103	1,014	+93.5%	Shares	Defined	2025-10-15
2025-06-30	$58,095	524	-85.4%	Shares	Defined	2025-07-29
2025-03-31	$447,218	3,595	+4.3%	Shares	Defined	2025-04-28
2024-12-31	$351,764	3,448	+5.6%	Shares	Defined	2025-02-05
2024-09-30	$338,254	3,265	-4.3%	Shares	Defined	2024-11-13
2024-06-30	$304,888	3,410	+8.6%	Shares	Defined	2024-07-23
2024-03-31	$274,875	3,140	+2.8%	Shares	Defined	2024-04-24
2023-12-31	$217,169	3,054	+4.2%	Shares	Defined	2024-01-24
2023-09-30	$204,701	2,931	0.0%	Shares	Defined	2023-10-18
2023-06-30	$201,770	2,931	0.0%	Shares	Defined	2023-07-28
2023-03-31	$168,298	2,931	0.0%	Shares	Defined	2023-04-12
2022-12-31	$166,979	2,931	0.0%	Shares	Defined	2023-01-18
2022-09-30	$177,266	2,931	0.0%	Shares	Defined	2022-10-17
2022-06-30	$170,994	2,931	-22.7%	Shares	Defined	2022-09-16
2022-03-31	$274,047	3,792	-71.9%	Shares	Other	2022-04-12
2021-12-31	$948,498	13,496	-10.5%	Shares	Other	2022-01-10
2021-09-30	$836,574	15,087	-2.0%	Shares	Other	2021-10-06
2021-06-30	$817,718	15,388	-6.8%	Shares	Other	2021-07-07
2021-03-31	$754,580	16,508	0.0%	Shares	Other	2021-04-06
2020-12-31	$782,644	16,508	0.0%	Shares	Other	2021-01-05
2020-09-30	$747,317	16,508	+2.6%	Shares	Other	2020-10-01
2020-06-30	$655,583	16,084	-11.8%	Shares	Other	2020-07-07
2020-03-31	$660,870	18,246	—	Shares	Other	2020-04-07
No filing history on record for this holder in this stock.