KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in BRO — Brown & Brown, Inc.
CIK 1021223
LOS ANGELES, CA
Position in BRO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$67,123,130
-$21,176,738 QoQ
Shares Held
1,029,338
-7.1% QoQ
Ownership
0.304%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 51.3407646467924.ToString("F0")%
Shared 48.45667798138221.ToString("F0")%
None 0.2025573718253868.ToString("F0")%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $459,039,558 across 7 Insurance Brokers names. BRO ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRVL |
Corvel Corp
|
4,870,989 | $266,199,547 | |
| 2 | GSHD |
Goosehead Insurance, Inc.
|
2,258,181 | $96,334,001 | |
| 3 | BRO |
Brown & Brown, Inc.
This page
|
1,029,338 | $67,123,130 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
153,019 | $26,541,145 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
12,451 | $2,696,637 | |
| 6 | AON |
Aon plc
|
409 | $132,017 | |
| 7 | WTW |
Willis Towers Watson PLC
|
45 | $13,081 |
All Filings in BRO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,123,130 | 1,029,338 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $88,299,868 | 1,107,903 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $112,935,352 | 1,204,130 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $136,862,694 | 1,234,443 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $201,594,677 | 1,620,536 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $164,383,396 | 1,611,286 | Shares | Defined | 2025-02-21 | |
| 2024-09-30 | $162,069,145 | 1,564,374 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $134,841,276 | 1,508,123 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $123,341,057 | 1,408,968 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $77,153,495 | 1,084,988 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $69,397,353 | 993,662 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $62,999,476 | 915,158 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,478 | 78 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,443 | 78 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,717 | 78 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||