BRO — Brown & Brown Inc Institutional Holders · Q3 2026

Name: Who Owns BRO? 34 Institutions Hold $181M (Q3 2026)
Creator: ko.io

Who owns Brown & Brown Inc (BRO)? 34 institutions reported holding $181.15M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Fenimore Asset Management Inc ($135.9M), Confluence Investment Management LLC ($21.4M), Spring Capital Management, LLC ($6.4M).

Rank	Institution	Value	Shares	Change
1	Fenimore Asset Management Inc	$135.9M	2.2M	Trimmed
2	CONFLUENCE INVESTMENT MANAGEMENT LLC	$21.4M	351,677	Trimmed
3	SPRING CAPITAL MANAGEMENT, LLC	$6.4M	104,778	Added
4	Mn Services Vermogensbeheer B.V.	$5.1M	84,148	Hold
5	Stonebridge Financial Group, LLC	$3.8M	61,589	Trimmed
6	PARK NATIONAL CORP /OH/	$2.6M	42,008	Trimmed
7	CACTI ASSET MANAGEMENT LLC	$1.3M	21,000	Hold
8	Wedmont Private Capital	$1.2M	18,244	Trimmed
9	GAMMA Investing LLC	$583,422	9,580	Added
10	Balefire, LLC	$517,163	8,492	Trimmed
11	Financial Enhancement Group LLC	$412,598	6,685	Trimmed
12	American National Bank of Texas	$401,027	6,585	Added
13	CX Institutional	$380,000	6,242	Added
14	Bullock Wealth Management Group	$305,296	4,942	Trimmed
15	Farther Finance Advisors, LLC	$212,251	3,485	Added
16	Valeo Financial Advisors, LLC	$200,057	3,285	Added
17	STEPH & CO	$176,366	2,896	Added
18	MassMutual Private Wealth & Trust, FSB	$77,952	1,280	Trimmed
19	Versant Capital Management, Inc	$76,247	1,252	Added
20	Dorato Capital Management	$60,486	980	Hold
21	CoreCap Advisors, LLC	$50,344	826	Trimmed
22	ARMSTRONG ADVISORY GROUP, INC	$24,360	400	Hold
23	ELEVATION WEALTH PARTNERS, LLC	$13,703	225	Hold
24	BURKETT FINANCIAL SERVICES, LLC	$12,181	200	Added
25	GK Wealth Management LLC	$11,431	188	New

Source: SEC Form 13F filings · as of 2026-09-30