Trust Asset Management LLC

Position in BRO — Brown & Brown, Inc.

CIK 1608376 HOUSTON, TX

Position in BRO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$204,702

-$8,256 QoQ

Shares Held

3,191

+19.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#597

of 800 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Trust Asset Management LLC holds $2,821,824 across 5 Insurance Brokers names. BRO ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	5,392	$898,684
2	AON	Aon plc	2,390	$792,739
3	AJG	Arthur J. Gallagher & Co.	2,805	$643,943
4	WTW	Willis Towers Watson PLC	1,078	$281,756
5	BRO	Brown & Brown, Inc. This page	3,191	$204,702

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,702	3,191	+19.4%	Shares	Sole	2026-07-14
2025-12-31	$212,958	2,672	-2.1%	Shares	Sole	2026-01-13
2025-09-30	$255,952	2,729	0.0%	Shares	Sole	2025-11-12
2025-06-30	$302,564	2,729	0.0%	Shares	Sole	2025-07-23
2025-03-31	$339,487	2,729	+1.0%	Shares	Sole	2025-05-12
2024-12-31	$275,760	2,703	0.0%	Shares	Sole	2025-01-16
2024-09-30	$280,030	2,703	0.0%	Shares	Sole	2024-11-13
2024-06-30	$241,675	2,703	0.0%	Shares	Sole	2024-07-24
2024-03-31	$236,620	2,703	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.