Brown & Brown, Inc.
BRO· NYSE
BROBrown & Brown, Inc.
Who holds Brown & Brown, Inc., from the managers’ Form 13F reports for the quarter ended Sep 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Confluence Investment Management LLC | 351.7K | −8.9% | $21.4M | 0.4% | Oct 1, 2026 |
| Stonebridge Financial Group, LLC | 61.6K | −5.3% | $3.8M | 0.3% | Oct 1, 2026 |
| Cacti Asset Management LLC | 21K | ±0% | $1.3M | 0.1% | Oct 1, 2026 |
| Versant Capital Management, Inc | 1.3K | +11.2% | $76.2K | 0.1% | Oct 2, 2026 |
| Burkett Financial Services, LLC | 200 | +0.5% | $12.2K | 0.1% | Oct 1, 2026 |
| Hickory Point Bank & Trust | 155 | ±0% | $9.4K | 0.1% | Oct 1, 2026 |
| Planning Strategies Inc. | 72 | −16.3% | $4.4K | 0.1% | Oct 2, 2026 |
| CX Institutional | 6.2K | +3.1% | $380 | 0.1% | Oct 2, 2026 |
