Washington Trust Bank

Bank

Position in BRO — Brown & Brown, Inc.

CIK 861787 Spokane, WA

Position in BRO

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$263,252

-$61,126 QoQ

Shares Held

4,037

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Washington Trust Bank holds $11,093,668 across 3 Insurance Brokers names. BRO ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	57,860	$10,035,816
2	BWIN	Baldwin Insurance Group, Inc.	36,217	$794,600
3	BRO	Brown & Brown, Inc. This page	4,037	$263,252

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$263,252	4,037	-0.8%	Shares	Defined	2026-05-07
2025-12-31	$324,378	4,070	0.0%	Shares	Defined	2026-02-04
2025-09-30	$381,725	4,070	0.0%	Shares	Defined	2025-10-24
2025-06-30	$451,240	4,070	-14.9%	Shares	Defined	2025-08-06
2025-03-31	$595,005	4,783	+0.7%	Shares	Defined	2025-04-30
2024-12-31	$484,595	4,750	0.0%	Shares	Defined	2025-02-11
2024-09-30	$492,100	4,750	-1.9%	Shares	Defined	2024-10-31
2024-06-30	$432,923	4,842	0.0%	Shares	Defined	2024-07-29
2024-03-31	$423,868	4,842	-15.2%	Shares	Defined	2024-05-14
2023-12-31	$406,180	5,712	0.0%	Shares	Defined	2024-02-14
2023-09-30	$398,926	5,712	0.0%	Shares	Defined	2023-11-06
2023-06-30	$393,214	5,712	0.0%	Shares	Defined	2023-08-10
2023-03-31	$327,983	5,712	0.0%	Shares	Defined	2023-05-15
2022-12-31	$325,412	5,712	0.0%	Shares	Defined	2023-02-06
2022-09-30	$345,461	5,712	0.0%	Shares	Defined	2022-11-16
2022-06-30	$333,238	5,712	0.0%	Shares	Defined	2022-08-04
2022-03-31	$412,806	5,712	+0.4%	Shares	Defined	2022-05-13
2021-12-31	$400,033	5,692	+28.5%	Shares	Defined	2022-02-09
2021-09-30	$245,643	4,430	—	Shares	Defined	2021-10-27
No filing history on record for this holder in this stock.