Tandem Investment Advisors, Inc.

Position in BRO — Brown & Brown, Inc.

CIK 1694284 CHARLESTON, SC

Position in BRO

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$77,283,240

-$25,674,654 QoQ

Shares Held

1,185,144

-8.3% QoQ

Ownership

0.350%

of shares outstanding

% of Portfolio

4.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Financial Services · as of Mar 31, 2026

Tandem Investment Advisors, Inc. holds $77,283,240 across 1 Insurance Brokers name. BRO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BRO	Brown & Brown, Inc. This page	1,185,144	$77,283,240

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$77,283,240	1,185,144	-8.3%	Shares	Sole	2026-05-07
2025-12-31	$102,957,894	1,291,818	-6.7%	Shares	Sole	2026-02-09
2025-09-30	$129,919,221	1,385,214	+69.7%	Shares	Sole	2025-11-03
2025-06-30	$90,489,543	816,177	+6.7%	Shares	Sole	2025-07-31
2025-03-31	$95,129,799	764,709	+2.5%	Shares	Sole	2025-04-28
2024-12-31	$76,110,184	746,032	+10.1%	Shares	Sole	2025-02-03
2024-09-30	$70,184,338	677,455	-2.0%	Shares	Sole	2024-10-31
2024-06-30	$61,810,563	691,316	-0.5%	Shares	Sole	2024-08-01
2024-03-31	$60,822,967	694,802	-3.1%	Shares	Sole	2024-04-30
2023-12-31	$51,001,087	717,214	+2.4%	Shares	Sole	2024-01-31
2023-09-30	$48,895,053	700,101	+2.1%	Shares	Sole	2023-10-30
2023-06-30	$47,183,762	685,412	-1.7%	Shares	Sole	2023-07-19
2023-03-31	$40,022,314	697,010	+7.4%	Shares	Sole	2023-07-19
2022-12-31	$36,974,099	649,010	+6.4%	Shares	Sole	2023-02-06
2022-09-30	$36,881,974	609,821	-15.6%	Shares	Sole	2022-10-31
2022-06-30	$42,154,383	722,564	+9.9%	Shares	Sole	2022-09-14
2022-03-31	$47,509,864	657,394	+5.9%	Shares	Sole	2022-05-02
2021-12-31	$43,614,292	620,579	+2.8%	Shares	Sole	2022-01-20
2021-09-30	$33,475,442	603,705	+16.2%	Shares	Sole	2021-10-15
2021-06-30	$27,598,259	519,350	-1.0%	Shares	Sole	2021-07-12
2021-03-31	$23,989,522	524,820	+12.3%	Shares	Sole	2021-04-13
2020-12-31	$22,149,620	467,193	+8.0%	Shares	Sole	2021-01-13
2020-09-30	$19,584,526	432,616	+7.2%	Shares	Sole	2020-10-14
2020-06-30	$16,446,211	403,489	+8.1%	Shares	Sole	2020-07-30
2020-03-31	$13,518,897	373,244	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.