Wilmington Savings Fund Society, FSB
Position in BRO — Brown & Brown, Inc.
CIK 900974
WILMINGTON, DE
Position in BRO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$45,033
+$18,949 QoQ
Shares Held
702
+75.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#643
of 800 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Wilmington Savings Fund Society, FSB holds $2,275,781 across 6 Insurance Brokers names. BRO ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,642 | $773,681 | |
| 2 | AON |
Aon plc
|
2,318 | $768,856 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
2,704 | $620,756 | |
| 4 | BRO |
Brown & Brown, Inc.
This page
|
702 | $45,033 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
825 | $40,012 | |
| 6 | WTW |
Willis Towers Watson PLC
|
105 | $27,443 |
All Filings in BRO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,033 | 702 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $26,084 | 400 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $31,880 | 400 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $59,650 | 636 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $86,367 | 779 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $96,658 | 777 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $80,697 | 791 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $57,912 | 559 | Shares | Defined | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||