# BROWN & BROWN INC (BRO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BRO/

- Reporting holders: 31
- Reported value: $175.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Fenimore Asset Management Inc](https://holderbook.com/funds/884566-fenimore-asset-management-inc/) | $135.9M | 2,232,203 | 3.0% | 32 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $21.4M | 351,677 | 0.4% | 32 |
| [SPRING CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1899146-spring-capital-management-llc/) | $6.4M | 104,778 | 3.1% | 20 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $3.8M | 61,589 | 0.3% | 8 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $2.6M | 42,008 | 0.1% | 32 |
| [CACTI ASSET MANAGEMENT LLC](https://holderbook.com/funds/1452208-cacti-asset-management-llc/) | $1.3M | 21,000 | 0.1% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.2M | 18,244 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $583.4K | 9,580 | 0.0% | 12 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $517.2K | 8,492 | 0.1% | 3 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $412.6K | 6,685 | 0.0% | 25 |
| [American National Bank of Texas](https://holderbook.com/funds/2086953-american-national-bank-of-texas/) | $401.0K | 6,585 | 0.4% | 5 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $305.3K | 4,942 | 0.1% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $212.3K | 3,485 | 0.0% | 16 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $200.1K | 3,285 | 0.0% | 2 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $176.4K | 2,896 | 0.0% | 6 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $78.0K | 1,280 | 0.0% | 22 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $76.2K | 1,252 | 0.0% | 32 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $60.5K | 980 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $50.3K | 826 | 0.0% | 9 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $24.4K | 400 | 0.0% | 16 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $13.7K | 225 | 0.0% | 3 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $12.2K | 200 | 0.0% | 2 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $11.4K | 188 | 0.0% | 1 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $9.4K | 155 | 0.0% | 3 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $6.8K | 111 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 31 | $175.6M |
| Q2 2026 | 807 | $19.3B |
| Q1 2026 | 816 | $18.4B |
| Q4 2025 | 888 | $21.8B |
| Q3 2025 | 897 | $24.8B |
| Q2 2025 | 933 | $29.9B |
| Q1 2025 | 910 | $27.3B |
| Q4 2024 | 875 | $21.8B |
| Q3 2024 | 822 | $21.6B |
| Q2 2024 | 760 | $18.6B |
| Q1 2024 | 717 | $19.5B |
| Q4 2023 | 685 | $15.2B |