Laird Norton Wetherby Trust Company, LLC
BankPosition in BRO — Brown & Brown, Inc.
CIK 723204
Seattle, WA
Position in BRO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$485,357
-$289,645 QoQ
Shares Held
7,443
-23.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Laird Norton Wetherby Trust Company, LLC holds $10,722,565 across 6 Insurance Brokers names. BRO ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
11,771 | $3,799,442 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
17,329 | $3,005,714 | |
| 3 | BWIN |
Baldwin Insurance Group, Inc.
|
74,915 | $1,643,635 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
5,812 | $1,258,762 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,822 | $529,655 | |
| 6 | BRO |
Brown & Brown, Inc.
This page
|
7,443 | $485,357 |
All Filings in BRO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $485,357 | 7,443 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $775,002 | 9,724 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||