Diversified Trust Co

Bank

Position in BRO — Brown & Brown, Inc.

CIK 1479844 MEMPHIS, TN

Position in BRO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,211,023

+$459,804 QoQ

Shares Held

18,878

+63.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#344

of 800 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Diversified Trust Co holds $15,373,600 across 6 Insurance Brokers names. BRO ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	57,978	$9,663,193
2	AON	Aon plc	9,820	$3,257,195
3	BRO	Brown & Brown, Inc. This page	18,878	$1,211,023
4	BWIN	Baldwin Insurance Group, Inc.	26,734	$710,589
5	ARX	Accelerant Holdings	24,086	$282,287
6	AJG	Arthur J. Gallagher & Co.	1,086	$249,313

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,211,023	18,878	+63.9%	Shares	Sole	2026-07-17
2026-03-31	$751,219	11,520	+5.4%	Shares	Sole	2026-04-16
2025-12-31	$870,722	10,925	+322.1%	Shares	Sole	2026-01-09
2024-03-31	$226,553	2,588	-40.5%	Shares	Sole	2024-04-18
2023-12-31	$309,541	4,353	+2.0%	Shares	Sole	2024-01-08
2023-09-30	$298,146	4,269	-0.5%	Shares	Sole	2023-11-17
2023-06-30	$295,254	4,289	-41.0%	Shares	Sole	2023-07-18
2023-03-31	$417,500	7,271	+36.4%	Shares	Sole	2023-04-07
2022-12-31	$303,593	5,329	+20.5%	Shares	Sole	2023-01-17
2022-09-30	$267,382	4,421	-13.6%	Shares	Sole	2022-10-14
2022-06-30	$298,467	5,116	+56.7%	Shares	Sole	2022-07-12
2022-03-31	$235,889	3,264	-37.2%	Shares	Sole	2022-04-07
2021-12-31	$365,385	5,199	-43.4%	Shares	Sole	2022-01-13
2021-03-31	$419,800	9,184	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.