Fiduciary Trust Co

Bank

Position in BRO — Brown & Brown, Inc.

CIK 35442 Boston, MA

Position in BRO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$866,473

-$389,405 QoQ

Shares Held

13,507

-29.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#385

of 800 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Fiduciary Trust Co holds $3,966,189 across 4 Insurance Brokers names. BRO ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	5,824	$1,337,014
2	MRSH	Marsh & Mclennan Companies, Inc.	7,563	$1,260,524
3	BRO	Brown & Brown, Inc. This page	13,507	$866,473
4	AON	Aon plc	1,514	$502,178

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$866,473	13,507	-29.9%	Shares	Sole	2026-08-13
2026-03-31	$1,255,878	19,259	-6.4%	Shares	Sole	2026-05-15
2025-12-31	$1,639,986	20,577	+3.9%	Shares	Sole	2026-02-13
2025-09-30	$1,858,260	19,813	-0.9%	Shares	Sole	2025-11-14
2025-06-30	$2,217,731	20,003	+15.5%	Shares	Sole	2025-08-14
2025-03-31	$2,154,856	17,322	+13.6%	Shares	Sole	2025-05-15
2024-12-31	$1,555,804	15,250	+7.9%	Shares	Sole	2025-02-14
2024-09-30	$1,464,489	14,136	+14.0%	Shares	Sole	2024-11-14
2024-06-30	$1,109,041	12,404	+33.1%	Shares	Sole	2024-08-14
2024-03-31	$815,609	9,317	0.0%	Shares	Sole	2024-05-14
2023-12-31	$662,531	9,317	-0.1%	Shares	Sole	2024-02-12
2023-09-30	$651,257	9,325	+4.4%	Shares	Sole	2023-11-14
2023-06-30	$614,810	8,931	+0.0%	Shares	Sole	2023-08-01
2023-03-31	$512,702	8,929	+0.0%	Shares	Sole	2023-05-15
2022-12-31	$508,513	8,926	-0.4%	Shares	Sole	2023-02-14
2022-09-30	$541,899	8,960	+0.6%	Shares	Sole	2022-11-14
2022-06-30	$519,459	8,904	0.0%	Shares	Sole	2022-08-12
2022-03-31	$643,492	8,904	0.0%	Shares	Sole	2022-05-12
2021-12-31	$625,773	8,904	0.0%	Shares	Sole	2022-02-14
2021-09-30	$493,726	8,904	0.0%	Shares	Sole	2021-11-12
2021-06-30	$473,158	8,904	0.0%	Shares	Sole	2021-08-16
2021-03-31	$407,001	8,904	0.0%	Shares	Sole	2021-05-19
2020-12-31	$422,138	8,904	0.0%	Shares	Sole	2021-01-26
2020-09-30	$403,084	8,904	0.0%	Shares	Sole	2020-11-13
2020-06-30	$362,927	8,904	0.0%	Shares	Sole	2020-08-13
2020-03-31	$322,502	8,904	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.