TOWER BRIDGE ADVISORS

Position in BRO — Brown & Brown, Inc.

CIK 1278249 WEST CONSHOHOCKEN, PA

Position in BRO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,239,575

-$765,362 QoQ

Shares Held

50,500

-17.8% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#238

of 800 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Financial Services · as of Jun 30, 2026

TOWER BRIDGE ADVISORS holds $14,069,672 across 3 Insurance Brokers names. BRO ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	31,789	$10,544,092
2	BRO	Brown & Brown, Inc. This page	50,500	$3,239,575
3	MRSH	Marsh & Mclennan Companies, Inc.	1,716	$286,005

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,239,575	50,500	-17.8%	Shares	Sole	2026-08-12
2026-03-31	$4,004,937	61,416	-9.6%	Shares	Sole	2026-05-12
2025-12-31	$5,417,209	67,970	-35.4%	Shares	Sole	2026-02-13
2025-09-30	$9,860,893	105,138	+130.1%	Shares	Sole	2025-11-12
2025-06-30	$5,065,982	45,693	+11.7%	Shares	Sole	2025-08-11
2025-03-31	$5,088,457	40,904	-4.1%	Shares	Sole	2025-05-08
2024-12-31	$4,352,785	42,666	-0.8%	Shares	Sole	2025-02-05
2024-09-30	$4,454,903	43,001	-3.5%	Shares	Sole	2024-11-06
2024-06-30	$3,984,556	44,565	-23.3%	Shares	Sole	2024-07-24
2024-03-31	$5,084,498	58,082	-59.0%	Shares	Sole	2024-04-29
2023-12-31	$10,076,002	141,696	-2.0%	Shares	Sole	2024-02-14
2023-09-30	$10,101,238	144,634	-0.1%	Shares	Sole	2023-11-01
2023-06-30	$9,965,071	144,757	-1.2%	Shares	Sole	2023-07-20
2023-03-31	$8,417,082	146,588	+21.1%	Shares	Sole	2023-04-26
2022-12-31	$6,893,540	121,003	+3.0%	Shares	Sole	2023-01-27
2022-09-30	$7,102,045	117,428	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$6,821,579	116,928	+4.4%	Shares	Sole	2022-07-21
2022-03-31	$8,092,650	111,978	-4.1%	Shares	Sole	2022-05-05
2021-12-31	$8,205,400	116,753	+1.7%	Shares	Sole	2022-02-09
2021-09-30	$6,363,053	114,753	+1.1%	Shares	Sole	2021-10-28
2021-06-30	$6,034,206	113,553	-0.4%	Shares	Sole	2021-08-10
2021-03-31	$5,208,791	113,953	+1.0%	Shares	Sole	2021-05-12
2020-12-31	$5,349,412	112,833	+0.7%	Shares	Sole	2021-02-11
2020-09-30	$5,070,240	112,000	-0.1%	Shares	Sole	2020-11-13
2020-06-30	$4,571,234	112,150	+2.3%	Shares	Sole	2020-07-22
2020-03-31	$3,971,523	109,650	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.