Parkside Financial Bank & Trust
BankPosition in BRO — Brown & Brown, Inc.
CIK 1455267
SAINT LOUIS, MO
Position in BRO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$60,253
-$5,499 QoQ
Shares Held
924
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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 Mar 31, 2026Parkside Financial Bank & Trust holds $2,209,826 across 9 Insurance Brokers names. BRO ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
4,526 | $1,460,901 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,415 | $245,431 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
773 | $167,416 | |
| 4 | CRVL |
Corvel Corp
|
2,802 | $153,128 | |
| 5 | WTW |
Willis Towers Watson PLC
|
229 | $66,569 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
924 | $60,253 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
2,138 | $46,907 | |
| 8 | ERIE |
Erie Indemnity Co
|
35 | $8,795 |
All Filings in BRO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,253 | 924 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $65,752 | 825 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $80,846 | 862 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $86,810 | 783 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $96,284 | 774 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $79,268 | 777 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $81,740 | 789 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $86,101 | 963 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $69,419 | 793 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $45,083 | 634 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $51,472 | 737 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $48,945 | 711 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $40,079 | 698 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $51,557 | 905 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $31,086 | 514 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $29,111 | 499 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $10,045 | 139 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,097 | 101 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $5,599 | 101 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $4,091 | 77 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $3,245 | 71 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $3,176 | 67 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,674 | 37 | Shares | Defined | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||