Savant Capital, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1482880 ROCKFORD, IL

Position in BRO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,792,286

+$174,818 QoQ

Shares Held

27,939

+12.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#293

of 800 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 58% Shared 2% None 39%

Financial Services · as of Jun 30, 2026

Savant Capital, LLC holds $32,629,325 across 5 Insurance Brokers names. BRO ranks #5 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	48,595	$11,155,954
2	AON	Aon plc	28,379	$9,413,030
3	MRSH	Marsh & Mclennan Companies, Inc.	38,423	$6,403,961
4	WTW	Willis Towers Watson PLC	14,784	$3,864,094
5	BRO	Brown & Brown, Inc. This page	27,939	$1,792,286

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,792,286	27,939	+12.6%	Shares	Sole	2026-08-10
2026-03-31	$1,617,468	24,804	+0.8%	Shares	Sole	2026-05-04
2025-12-31	$1,961,257	24,608	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$2,322,896	24,767	-1.4%	Shares	Sole	2026-03-04
2025-06-30	$2,784,721	25,117	-2.5%	Shares	Sole	2026-03-04
2025-03-31	$3,203,922	25,755	+55.5%	Shares	Sole	2026-03-04
2024-12-31	$1,689,961	16,565	-6.9%	Shares	Sole	2025-01-29
2024-09-30	$1,843,872	17,798	+7.7%	Shares	Sole	2024-11-04
2024-06-30	$1,477,053	16,520	-0.2%	Shares	Sole	2024-08-05
2024-03-31	$1,449,574	16,559	+5.6%	Shares	Sole	2024-05-06
2023-12-31	$1,115,502	15,687	+4.9%	Shares	Sole	2024-02-05
2023-09-30	$1,044,806	14,960	+13.7%	Shares	Sole	2023-11-07
2023-06-30	$906,140	13,163	-0.0%	Shares	Sole	2023-08-04
2023-03-31	$756,163	13,169	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.