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Who Owns Brown & Brown Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Brown & Brown Inc.

Who crossed 5% of BRO →
Managers holding
25
as of 2026-09-30
Reported value
$154.2M
summed across filings
Shares held
2.5M
Added vs trimmed
7 / 8
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Fenimore Asset Management IncCOM2.2M shtrimmed$135.9M
SPRING CAPITAL MANAGEMENT, LLCCOM104.8K shadded$6.4M
Mn Services Vermogensbeheer B.V.COM84.1K shheld$5.1M
PARK NATIONAL CORP /OH/Com42K shtrimmed$2.6M
Wedmont Private CapitalCOM18.2K shtrimmed$1.2M
GAMMA Investing LLCCommon Stock9.6K shadded$583.4K
Balefire, LLCCOM8.5K shtrimmed$517.2K
Financial Enhancement Group LLCCOM6.7K shtrimmed$412.6K
American National Bank of TexasCommon Stock6.6K shadded$401K
Bullock Wealth Management GroupStock4.9K shtrimmed$305.3K
Farther Finance Advisors, LLCStock3.5K shadded$212.3K
Valeo Financial Advisors, LLCStock3.3K shadded$200.1K
STEPH & COCOM2.9K shadded$176.4K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.3K shtrimmed$78K
Dorato Capital ManagementCOM980 shheld$60.5K
CoreCap Advisors, LLCStock826 shtrimmed$50.3K
ARMSTRONG ADVISORY GROUP, INCCOM400 shheld$24.4K
ELEVATION WEALTH PARTNERS, LLCCOM225 shheld$13.7K
GK Wealth Management LLCCOM188 sh—$11.4K
TOMPKINS FINANCIAL CORPCOM111 shheld$6.8K
Marquette Asset Management, LLCCOM47 shheld$2.9K
TOTH FINANCIAL ADVISORY CORPCOM23 sh—$1.4K
Davis Capital ManagementStock20 shadded$1.2K
Retirement Wealth Solutions LLCCOM12 sh—$731
GILPIN WEALTH MANAGEMENT, LLCCOM2 sh—$122

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on BRO

Company overviewEverything on BRO in one place, with the price.SEC filingsWhat BRO's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat BRO's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold BRO, and how big a bet.LobbyingWhat BRO spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on BRO's account, and who they worked for.AircraftThe jets on BRO's registration.

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