Vest Financial, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1709632 MCLEAN, VA

Position in BRO

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$43,254,118

-$819,503 QoQ

Shares Held

663,305

+19.9% QoQ

Ownership

0.196%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

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

Financial Services · as of Mar 31, 2026

Vest Financial, LLC holds $90,134,906 across 3 Insurance Brokers names. BRO ranks #2 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ERIE	Erie Indemnity Co	185,010	$46,494,862
2	BRO	Brown & Brown, Inc. This page	663,305	$43,254,118
3	MRSH	Marsh & Mclennan Companies, Inc.	2,225	$385,926

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$43,254,118	663,305	+19.9%	Shares	Sole	2026-04-24
2025-12-31	$44,073,621	552,994	+3.7%	Shares	Sole	2026-01-30
2025-09-30	$50,036,120	533,491	+15.6%	Shares	Sole	2025-10-30
2025-06-30	$51,159,741	461,439	-13.5%	Shares	Defined	2025-07-25
2025-03-31	$66,339,160	533,273	-1.4%	Shares	Defined	2025-04-11
2024-12-31	$55,184,045	540,914	+8.7%	Shares	Sole	2025-01-28
2024-09-30	$51,575,912	497,837	-6.3%	Shares	Defined	2024-10-18
2024-06-30	$47,515,602	531,435	+13.0%	Shares	Defined	2024-08-08
2024-03-31	$41,180,041	470,414	+22.2%	Shares	Sole	2024-04-30
2023-12-31	$27,381,971	385,065	+19.9%	Shares	Defined	2024-01-11
2023-09-30	$22,427,509	321,127	+64.1%	Shares	Defined	2023-10-30
2023-06-30	$13,474,327	195,734	+13.5%	Shares	Defined	2023-07-28
2023-03-31	$9,903,513	172,475	+19.0%	Shares	Defined	2023-05-12
2022-12-31	$8,254,154	144,886	-1.1%	Shares	Defined	2023-02-13
2022-09-30	$8,861,347	146,517	+5.1%	Shares	Defined	2022-11-14
2022-06-30	$8,129,386	139,345	+9.4%	Shares	Defined	2022-08-12
2022-03-31	$9,201,416	127,320	—	Shares	Defined	2022-05-13
No filing history on record for this holder in this stock.