DCM
BRO icon

Davis Capital Management’s Brown & Brown BRO Stock Holding History

Davis Capital Management’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03K Buy
16
+12
+300% +$732 ﹤0.01% 484
2026
Q1 		$261 Hold
4
– – ﹤0.01% 514
2025
Q4 		$319 Buy
4
+1
+33% +$83 ﹤0.01% 486
2025
Q3 		$281 Buy
+3
New +$292 ﹤0.01% 501

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Davis Capital Management's BRO Position: Q2 2026 in Review

Davis Capital Management increased its Brown & Brown (BRO) stake by 300% in Q2 2026, buying an estimated $732 and bringing the position to 16 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Davis Capital Management first reported a position in BRO in Q3 2025 and has held it in 4 quarters since. 806 funds tracked by Wall St. Rank hold BRO as of Q2 2026.

  • Davis Capital Management held 16 shares of Brown & Brown worth $1.03K as of Q2 2026.
  • Davis Capital Management bought 12 Brown & Brown shares in Q2 2026, an estimated $732.
  • Brown & Brown made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #484 holding.
  • Davis Capital Management first reported a position in Brown & Brown in Q3 2025 and has held it in 4 quarters since.
  • 806 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.