BROWN ADVISORY INC

Position in BRO — Brown & Brown, Inc.

CIK 1345929 BALTIMORE, MD

Position in BRO

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

Position Value

$288,032

-$853,431 QoQ

Shares Held

4,417

-69.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

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

Financial Services · as of Mar 31, 2026

BROWN ADVISORY INC holds $380,228,543 across 6 Insurance Brokers names. BRO ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,580,307	$342,262,888
2	WTW	Willis Towers Watson PLC	75,163	$21,849,883
3	MRSH	Marsh & Mclennan Companies, Inc.	72,150	$12,514,416
4	AON	Aon plc	5,553	$1,792,396
5	ERIE	Erie Indemnity Co	6,052	$1,520,928
6	BRO	Brown & Brown, Inc. This page	4,417	$288,032

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$288,032	4,417	-69.2%	Shares	Defined	2026-05-15
2025-12-31	$1,141,463	14,322	+247.9%	Shares	Defined	2026-02-13
2025-09-30	$386,133	4,117	+1.3%	Shares	Defined	2025-11-14
2025-06-30	$450,464	4,063	-4.2%	Shares	Defined	2025-08-13
2025-03-31	$527,829	4,243	+1.9%	Shares	Defined	2025-04-30
2024-12-31	$424,811	4,164	+0.8%	Shares	Defined	2025-02-14
2024-09-30	$427,764	4,129	+0.0%	Shares	Defined	2024-11-13
2024-06-30	$369,084	4,128	-3.2%	Shares	Defined	2024-08-14
2024-03-31	$373,270	4,264	-18.0%	Shares	Defined	2024-04-24
2023-12-31	$369,700	5,199	+22.1%	Shares	Defined	2024-02-08
2023-09-30	$297,308	4,257	-68.9%	Shares	Defined	2023-10-25
2023-06-30	$942,557	13,692	—	Shares	Defined	2023-07-31
No filing history on record for this holder in this stock.