Position in BRO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$57,070,983
-$20,212,257 QoQ
Shares Held
889,649
-24.9% QoQ
Ownership
0.266%
of shares outstanding
% of Portfolio
4.66%
of 13F equity value
Holder Rank
#45
of 805 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Tandem Investment Advisors, Inc. holds $57,070,983 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.
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|
889,649 | $57,070,983 |
All Filings in BRO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,070,983 | 889,649 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $77,283,240 | 1,185,144 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $102,957,894 | 1,291,818 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $129,919,221 | 1,385,214 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $90,489,543 | 816,177 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $95,129,799 | 764,709 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $76,110,184 | 746,032 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $70,184,338 | 677,455 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $61,810,563 | 691,316 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $60,822,967 | 694,802 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $51,001,087 | 717,214 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $48,895,053 | 700,101 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $47,183,762 | 685,412 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $40,022,314 | 697,010 | Shares | Sole | 2023-07-19 | |
| 2022-12-31 | $36,974,099 | 649,010 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $36,881,974 | 609,821 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $42,154,383 | 722,564 | Shares | Sole | 2022-09-14 | |
| 2022-03-31 | $47,509,864 | 657,394 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $43,614,292 | 620,579 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $33,475,442 | 603,705 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $27,598,259 | 519,350 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $23,989,522 | 524,820 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $22,149,620 | 467,193 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $19,584,526 | 432,616 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $16,446,211 | 403,489 | 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. | ||||||