MATTERN CAPITAL MANAGEMENT, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1803227 LAKEWOOD, CO

Position in BRO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$10,896,198

+$1,591,058 QoQ

Shares Held

169,855

+19.0% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#131

of 800 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MATTERN CAPITAL MANAGEMENT, LLC holds $13,558,834 across 3 Insurance Brokers names. BRO ranks #1 (80.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc. This page	169,855	$10,896,198
2	AON	Aon plc	4,798	$1,591,448
3	MRSH	Marsh & Mclennan Companies, Inc.	6,427	$1,071,188

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,896,198	169,855	+19.0%	Shares	Sole	2026-07-24
2026-03-31	$9,305,140	142,695	+3.9%	Shares	Sole	2026-05-04
2025-12-31	$10,949,664	137,386	+3.8%	Shares	Sole	2026-01-29
2025-09-30	$12,415,826	132,379	+11.1%	Shares	Sole	2025-10-21
2025-06-30	$13,215,482	119,198	+0.5%	Shares	Sole	2025-07-21
2025-03-31	$14,749,112	118,562	-6.5%	Shares	Sole	2025-04-23
2024-12-31	$12,929,810	126,738	-2.1%	Shares	Sole	2025-02-03
2024-09-30	$13,406,461	129,406	-0.8%	Shares	Sole	2024-10-24
2024-06-30	$11,668,809	130,509	-0.9%	Shares	Sole	2024-08-02
2024-03-31	$11,533,132	131,747	-1.0%	Shares	Sole	2024-05-14
2023-12-31	$9,465,665	133,113	+2.5%	Shares	Sole	2024-02-14
2023-09-30	$9,066,628	129,820	+4.5%	Shares	Sole	2023-11-08
2023-06-30	$8,553,783	124,256	+2.4%	Shares	Sole	2023-08-08
2023-03-31	$6,967,744	121,347	+3.7%	Shares	Sole	2023-05-12
2022-12-31	$6,668,224	117,048	+6.5%	Shares	Sole	2023-02-06
2022-09-30	$6,645,663	109,882	-2.4%	Shares	Sole	2022-11-08
2022-06-30	$6,568,267	112,586	-4.4%	Shares	Sole	2022-08-08
2022-03-31	$8,514,417	117,814	+1.3%	Shares	Sole	2022-05-03
2021-12-31	$8,171,877	116,276	-2.6%	Shares	Sole	2022-02-03
2021-09-30	$6,618,290	119,356	+0.9%	Shares	Sole	2021-11-01
2021-06-30	$6,288,268	118,334	+3.6%	Shares	Sole	2021-08-03
2021-03-31	$5,220,859	114,217	+4.5%	Shares	Sole	2021-05-17
2020-12-31	$5,180,585	109,272	+0.3%	Shares	Sole	2021-02-03
2020-09-30	$4,933,932	108,989	+0.2%	Shares	Sole	2020-11-16
2020-06-30	$4,431,549	108,723	+0.1%	Shares	Sole	2020-08-07
2020-03-31	$3,935,085	108,644	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.