OSTERWEIS CAPITAL MANAGEMENT INC

Position in BRO — Brown & Brown, Inc.

CIK 1007524 SAN FRANCISCO, CA

Position in BRO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$25,908,649

-$8,023,307 QoQ

Shares Held

397,311

-6.7% QoQ

Ownership

0.117%

of shares outstanding

% of Portfolio

1.69%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

OSTERWEIS CAPITAL MANAGEMENT INC holds $25,997,628 across 2 Insurance Brokers names. BRO ranks #1 (99.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BRO	Brown & Brown, Inc. This page	397,311	$25,908,649
2	MRSH	Marsh & Mclennan Companies, Inc.	513	$88,979

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,908,649	397,311	-6.7%	Shares	Sole	2026-05-15
2025-12-31	$33,931,956	425,746	+0.5%	Shares	Sole	2026-02-17
2025-09-30	$39,728,599	423,591	+28.3%	Shares	Sole	2025-11-14
2025-06-30	$36,611,823	330,223	+9.7%	Shares	Sole	2025-08-14
2025-03-31	$37,441,787	300,979	-2.6%	Shares	Sole	2025-06-05
2024-12-31	$31,511,528	308,876	-17.6%	Shares	Sole	2025-06-05
2024-09-30	$38,846,373	374,965	-1.6%	Shares	Sole	2024-11-14
2024-06-30	$34,069,769	381,051	-14.1%	Shares	Sole	2024-08-14
2024-03-31	$38,838,696	443,668	+14.7%	Shares	Sole	2024-05-15
2023-12-31	$27,503,854	386,779	+1.2%	Shares	Sole	2024-02-14
2023-09-30	$26,686,631	382,111	-3.2%	Shares	Sole	2023-11-14
2023-06-30	$27,176,104	394,772	+0.5%	Shares	Sole	2023-08-14
2023-03-31	$22,558,480	392,868	+38.3%	Shares	Sole	2023-05-15
2022-12-31	$16,185,233	284,101	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.