ST GERMAIN D J CO INC

Position in BRO — Brown & Brown, Inc.

CIK 831571 SPRINGFIELD, MA

Position in BRO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$12,830

-$212 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#687

of 800 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ST GERMAIN D J CO INC holds $1,281,773 across 4 Insurance Brokers names. BRO ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	4,195	$963,046
2	MRSH	Marsh & Mclennan Companies, Inc.	1,503	$250,505
3	AON	Aon plc	167	$55,392
4	BRO	Brown & Brown, Inc. This page	200	$12,830

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,830	200	0.0%	Shares	Sole	2026-07-21
2026-03-31	$13,042	200	0.0%	Shares	Sole	2026-04-13
2025-12-31	$15,940	200	0.0%	Shares	Sole	2026-01-29
2025-09-30	$18,758	200	-25.1%	Shares	Sole	2025-10-07
2025-06-30	$29,602	267	+298.5%	Shares	Sole	2025-07-16
2025-03-31	$8,334	67	-74.9%	Shares	Sole	2025-04-09
2024-12-31	$27,239	267	0.0%	Shares	Sole	2025-01-10
2024-09-30	$27,661	267	+298.5%	Shares	Sole	2024-10-18
2024-06-30	$5,990	67	—	Shares	Sole	2024-07-08
No filing history on record for this holder in this stock.