Avalon Trust Co

SEC CIK: 0001798150
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

BRO holding history

Brown & Brown, Inc. in every 13F filed by Avalon Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRO overview All 13F holders of BRO Full Q2 2026 holdings

Shares (Q2 2026): 9
Value: $578
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of BRO by Avalon Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9	$578	<0.1%	00.0%	Unchanged	Holders
Q1 2026	9	$587	<0.1%	00.0%	Unchanged	Holders
Q4 2025	9	$718	<0.1%	00.0%	Unchanged	Holders
Q3 2025	9	$845	<0.1%	+9	New	Holders