Caldwell Trust Co

Bank

Position in BRO — Brown & Brown, Inc.

CIK 2080218 Venice, FL

Position in BRO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$57,414

-$15,164 QoQ

Shares Held

895

-19.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#637

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

Caldwell Trust Co holds $2,610,383 across 4 Insurance Brokers names. BRO ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	5,200	$1,724,788
2	MRSH	Marsh & Mclennan Companies, Inc.	3,531	$588,510
3	AJG	Arthur J. Gallagher & Co.	1,044	$239,671
4	BRO	Brown & Brown, Inc. This page	895	$57,414

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,414	895	-19.6%	Shares	Sole	2026-08-03
2026-03-31	$72,578	1,113	0.0%	Shares	Sole	2026-04-22
2025-12-31	$88,706	1,113	0.0%	Shares	Sole	2026-01-30
2025-09-30	$104,388	1,113	+64.6%	Shares	Sole	2025-10-23
2025-06-30	$74,948	676	0.0%	Shares	Sole	2025-09-22
2025-03-31	$84,094	676	0.0%	Shares	Sole	2025-09-23
2024-12-31	$68,965	676	0.0%	Shares	Sole	2025-09-24
2024-09-30	$70,033	676	0.0%	Shares	Sole	2025-09-24
2024-06-30	$60,441	676	0.0%	Shares	Sole	2025-09-24
2024-03-31	$59,177	676	0.0%	Shares	Sole	2025-09-24
2023-12-31	$48,070	676	0.0%	Shares	Sole	2025-10-01
2023-09-30	$47,211	676	0.0%	Shares	Sole	2025-10-01
2023-06-30	$46,535	676	0.0%	Shares	Sole	2025-10-01
2023-03-31	$38,815	676	0.0%	Shares	Sole	2025-10-01
2022-12-31	$38,511	676	0.0%	Shares	Sole	2025-10-01
2022-09-30	$40,884	676	0.0%	Shares	Sole	2025-10-01
2022-06-30	$39,437	676	0.0%	Shares	Sole	2025-10-02
2022-03-31	$48,854	676	0.0%	Shares	Sole	2025-10-02
2021-12-31	$47,509	676	0.0%	Shares	Sole	2025-10-02
2021-09-30	$37,484	676	0.0%	Shares	Sole	2025-10-02
2021-06-30	$35,922	676	0.0%	Shares	Sole	2025-10-02
2021-03-31	$30,899	676	0.0%	Shares	Sole	2025-10-02
2020-12-31	$32,049	676	0.0%	Shares	Sole	2025-10-02
2020-09-30	$30,602	676	0.0%	Shares	Sole	2025-10-02
2020-06-30	$27,553	676	0.0%	Shares	Sole	2025-10-02
2020-03-31	$24,484	676	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.