Clarkston Capital Partners, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1562855 ROCHESTER, MI

Back to BRO Full portfolio

Position in BRO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$25,396,086

-$1,656,999 QoQ

Shares Held

395,886

-4.6% QoQ

Ownership

0.118%

of shares outstanding

% of Portfolio

2.16%

of 13F equity value

Holder Rank

#82

of 805 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Common Shares in BRO Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Clarkston Capital Partners, LLC holds $28,333,637 across 3 Insurance Brokers names. BRO ranks #1 (89.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc. This page	395,886	$25,396,086
2	WTW	Willis Towers Watson PLC	10,155	$2,654,212
3	MRSH	Marsh & Mclennan Companies, Inc.	1,700	$283,339

All Filings in BRO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,396,086	395,886	-4.6%	Shares	Sole	2026-08-11
2026-03-31	$27,053,085	414,861	-25.1%	Shares	Sole	2026-05-14
2025-12-31	$44,158,582	554,060	-22.0%	Shares	Sole	2026-02-13
2025-09-30	$66,597,465	710,070	-4.8%	Shares	Sole	2025-11-13
2025-06-30	$82,707,356	745,985	-21.5%	Shares	Sole	2025-08-13
2025-03-31	$118,268,324	950,710	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$96,712,919	947,980	-2.9%	Shares	Sole	2025-02-13
2024-09-30	$101,166,954	976,515	-38.5%	Shares	Sole	2024-11-07
2024-06-30	$142,008,561	1,588,285	-39.3%	Shares	Sole	2024-08-14
2024-03-31	$229,076,860	2,616,825	+0.1%	Shares	Sole	2024-05-14
2023-12-31	$185,982,871	2,615,425	-19.6%	Shares	Sole	2024-02-14
2023-09-30	$227,261,385	3,254,029	-9.7%	Shares	Sole	2023-11-02
2023-06-30	$248,072,650	3,603,612	-2.6%	Shares	Sole	2023-08-07
2023-03-31	$212,403,470	3,699,120	+1.8%	Shares	Sole	2023-05-15
2022-12-31	$207,083,386	3,634,955	+23.0%	Shares	Sole	2023-02-13
2022-09-30	$178,716,222	2,954,964	-0.1%	Shares	Sole	2022-11-16
2022-06-30	$172,506,887	2,956,923	-3.5%	Shares	Sole	2022-08-10
2022-03-31	$221,410,563	3,063,658	-23.8%	Shares	Sole	2022-05-09
2021-12-31	$282,478,863	4,019,335	-3.4%	Shares	Sole	2022-02-14
2021-09-30	$230,650,374	4,159,610	-0.6%	Shares	Sole	2021-11-10
2021-06-30	$222,264,851	4,182,628	-0.9%	Shares	Sole	2021-08-16
2021-03-31	$192,880,338	4,219,653	+3.7%	Shares	Sole	2021-05-14
2020-12-31	$192,962,397	4,070,078	+8.3%	Shares	Sole	2021-02-16
2020-09-30	$170,174,140	3,759,093	+0.5%	Shares	Sole	2020-11-16
2020-06-30	$152,408,487	3,739,168	+0.8%	Shares	Sole	2020-08-12
2020-03-31	$134,356,749	3,709,463	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.