Dorsey & Whitney Trust CO LLC
BankPosition in BRO — Brown & Brown, Inc.
CIK 1384042
SIOUX FALLS, SD
Position in BRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$309,714
+$32,631 QoQ
Shares Held
4,828
+77.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#531
of 800 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $4,931,237 across 4 Insurance Brokers names. BRO ranks #4 (6.3% of the industry book) .
All Filings in BRO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,714 | 4,828 | Shares | Other | 2026-08-14 | |
| 2024-12-31 | $277,083 | 2,716 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $290,905 | 2,808 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||