Tandem Investment Advisors, Inc. / BRO
Tandem Investment Advisors, Inc.’s Brown & Brown Inc Position
Does Tandem Investment Advisors, Inc. own Brown & Brown Inc (BRO)? Yes — 1.19M shares worth $77M (+3.79% of its 13F portfolio) as of Q1 2026, down from 1.29M shares the prior filed quarter.
Position Value
$77M
Q1 2026
Shares
1.19M
% of Portfolio
+3.79%
Quarters Held
28
currently held
Position History BRO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.19M | $77M | +3.79% |
| Q4 2025 | 1.29M | $103M | +3.83% |
| Q3 2025 | 1.39M | $129,919 | +4.44% |
| Q2 2025 | 816.2K | $90,490 | +3.17% |
| Q1 2025 | 764.7K | $95,130 | +3.32% |
| Q4 2024 | 746.0K | $76,110 | +2.88% |
| Q3 2024 | 677.5K | $70,184 | +2.66% |
| Q2 2024 | 691.3K | $61,811 | +2.46% |
| Q1 2024 | 694.8K | $60,823 | +2.36% |
| Q4 2023 | 717.2K | $51,001 | +2.04% |
| Q3 2023 | 700.1K | $49M | +2.06% |
| Q2 2023 | 685.4K | $47,184 | +2.07% |
| Q4 2022 | 649.0K | $36,974 | +1.91% |
| Q3 2022 | 609.8K | $37M | +2.10% |
| Q1 2022 | 657.4K | $48M | +2.91% |
| Q4 2021 | 620.6K | $44M | +2.84% |
| Q3 2021 | 603.7K | $33M | +2.74% |
| Q2 2021 | 519.4K | $28M | +2.36% |
| Q1 2021 | 524.8K | $24M | +2.30% |
| Q4 2020 | 467.2K | $22M | +2.38% |
| Q3 2020 | 432.6K | $20M | +2.40% |
| Q2 2020 | 403.5K | $16M | +2.22% |
| Q1 2020 | 373.2K | $14M | +2.01% |
| Q4 2019 | 407.9K | $16M | +2.70% |
| Q3 2019 | 515.6K | $19M | +3.37% |
| Q2 2019 | 629.7K | $21M | +4.00% |
| Q1 2019 | 617.8K | $18M | +4.02% |
| Q4 2018 | 549.0K | $15M | +3.93% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tandem Investment Advisors, Inc.’s full portfolio or all institutional holders of BRO.